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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $234,152 |
OFI GLOBAL TRUST COMPANY1 year Service code 28 · EIN 13-3459790 | Investment Management | $6,524 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $6,257 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,238 | $82,279+3.6% | $78,002+9.3% | $63,975+33.2% |
| Participation rate | 97.2% | 84.7%+12.6pp | 75.5%+21.7pp | 71.1%+26.1pp |
| Annual return | 6.90% | 11.20%-4.3pp | 425.99%-419.1pp | 48.65%-41.8pp |
| Employer contribution / active EE | $3,472 | $3,297+5.3% | $2,470+40.6% | $2,182+59.1% |
| Participant deferral / active EE | $7,177 | $4,538+58.1% | $3,497+105.2% | $3,356+113.8% |
| Admin fee / account holder | $25 | $81-69.8% | $5,481-99.6% | $70-65.1% |