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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $77,391 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $61,845 |
WELLINGTON TRUST COMPANY5+ years Service code 28 · EIN 04-2755549 | Investment Management | $26,439 |
SEI INVESTMENTS5+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $10,890 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $7,152 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,793 | $87,132+143.1% | $105,624+100.5% | $80,959+161.6% |
| Participation rate | 97.7% | 70.4%+27.2pp | 75.3%+22.4pp | 67.7%+30.0pp |
| Annual return | 12.39% | 17.03%-4.6pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $21,328 | $2,397+789.9% | $3,168+573.3% | $2,757+673.6% |
| Participant deferral / active EE | $16,843 | $3,985+322.6% | $5,013+236.0% | $4,300+291.7% |
| Admin fee / account holder | $74 | $8,449-99.1% | $10,961-99.3% | $6,925-98.9% |