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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $169,972 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $31,960 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $16,434 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $9,014 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $7,942 |
BLACKROCK1+ years Filed as: BLACKROCK INSITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $3,306 |
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 | $160,457 | $70,917+126.3% | $98,920+62.2% | $73,501+118.3% |
| Participation rate | 94.6% | 73.8%+20.8pp | 76.0%+18.6pp | 70.7%+23.9pp |
| Annual return | 15.04% | 34.18%-19.1pp | 196.47%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $92,310 | $2,037+4431.5% | $2,689+3332.4% | $2,270+3966.1% |
| Participant deferral / active EE | $78,471 | $3,501+2141.4% | $4,245+1748.6% | $3,740+1998.1% |
| Admin fee / account holder | $64 | $535-88.1% | $6,643-99.0% | $513-87.6% |