Filed April 24, 2017
Total covered: 354 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $687,074 |
AMERICAN FUNDS5 years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $396,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $180,187 |
NEPC, LLC9+ years Service code 16 · EIN 26-1429809 | Consulting | $171,247 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $159,512 |
BLACK & PINCKARD LLC9+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $106,380 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLLP Service code 10 · EIN 13-3891517 | Accounting | $106,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,013 | $102,364+23.1% | $152,301-17.3% | $102,364+23.1% |
| Participation rate | 92.7% | 82.9%+9.8pp | 82.4%+10.2pp | 82.9%+9.8pp |
| Annual return | 17.34% | 13.75%+3.6pp | 80.50%-63.2pp | 13.75%+3.6pp |
| Employer contribution / active EE | $2,312 | $3,994-42.1% | $4,624-50.0% | $3,994-42.1% |
| Participant deferral / active EE | $9,086 | $5,690+59.7% | $8,004+13.5% | $5,690+59.7% |
| Admin fee / account holder | $65 | $214-69.6% | $14,398-99.5% | $214-69.6% |