Filed April 24, 2017
Total covered: 354 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Other fees; I... | $1,118,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,045,008 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: EPOCH INVESTMENT PARTNERS Service code 28 · EIN 20-1003862 | Investment Management | $455,040 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MANAGEMENT INC. Service code 28 · EIN 94-3112180 | Investment Management | $364,029 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $205,283 |
Filed as: FIDELITY INSTITUTIONAL ASSET MAN Service code 28 · EIN 20-2159373 | Investment Management | $174,455 |
Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $163,621 |
NEPC, LLC4+ years Service code 16 · EIN 26-1429809 | Consulting | $140,833 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $129,270 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,369 | $97,541-7.4% | $149,751-39.7% | $106,273-15.0% |
| Participation rate | 90.9% | 66.8%+24.1pp | 82.5%+8.5pp | 70.8%+20.1pp |
| Annual return | 13.13% | 24.23%-11.1pp | 276.71%-263.6pp | 21.70%-8.6pp |
| Employer contribution / active EE | $1,954 | $2,504-22.0% | $4,646-57.9% | $2,722-28.2% |
| Participant deferral / active EE | $9,522 | $6,023+58.1% | $6,843+39.2% | $4,601+106.9% |
| Admin fee / account holder | $120 | $72+67.3% | $9,312-98.7% | $78+53.0% |