Filed April 24, 2017
Total covered: 354 employees
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 15 · EIN 36-2235791 | Recordkeeping | $3,201,797 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $925,275 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $394,343 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $314,777 |
Filed as: FIDELITY INSTIT ASSET MAN TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $268,054 |
NEPC, LLC1+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $121,398 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $31,257 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $29,357 |
ALIGHT SOLUTIONS LLC1+ years Filed as: ALIGHT FINANCIAL SOLUTIONS, LLC Service code 33 · EIN 82-1061233 | Distribution (12b-1) fees; Securities... | $10,141 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Securities brokerage; Finders' fees /... | $4,405 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,273 | $80,506-20.2% | $136,298-52.8% | $80,976-20.6% |
| Participation rate | 97.2% | 61.9%+35.3pp | 81.9%+15.3pp | 68.3%+28.9pp |
| Annual return | 24.65% | 27.70%-3.1pp | 5156.27%-5131.6pp | 22.91%+1.7pp |
| Employer contribution / active EE | $1,667 | $1,943-14.2% | $4,696-64.5% | $2,402-30.6% |
| Participant deferral / active EE | $6,219 | $4,601+35.2% | $6,247-0.5% | $3,848+61.6% |
| Admin fee / account holder | $110 | $72+52.6% | $9,244-98.8% | $67+62.6% |