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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $212,892 |
OFI GLOBAL TRUST COMPANY3 years Service code 28 · EIN 13-3459790 | Investment Management | $33,451 |
SEI INVESTMENTS2 years Service code 28 · EIN 23-1707341 | Investment Management | $12,324 |
PFIZER INC2 years Service code 35 · EIN 13-5315170 | Direct payment from the plan; Employe... | $12,239 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $8,389 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,442 | $134,045-11.6% | $80,022+48.0% | $75,289+57.3% |
| Participation rate | 97.7% | 85.8%+12.0pp | 75.8%+21.9pp | 72.4%+25.3pp |
| Annual return | 2.82% | -0.56%+3.4pp | 11.22%-8.4pp | -0.04%+2.9pp |
| Employer contribution / active EE | $8,786 | $3,492+151.6% | $2,468+256.0% | $2,405+265.3% |
| Participant deferral / active EE | $7,819 | $4,976+57.1% | $3,686+112.1% | $3,739+109.1% |
| Admin fee / account holder | $78 | $124-37.3% | $6,521-98.8% | $102-24.1% |