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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $131,307 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $37,964 |
SEI INVESTMENTS2+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $18,298 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $9,986 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $8,741 |
BLACKROCK2+ years Filed as: BLACKROCK INSITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $4,259 |
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 | $204,822 | $79,128+158.8% | $106,554+92.2% | - |
| Participation rate | 98.0% | 77.1%+20.9pp | 76.1%+21.8pp | - |
| Annual return | 22.30% | 16.17%+6.1pp | 26.80%-4.5pp | - |
| Employer contribution / active EE | $18,084 | $3,116+480.3% | $2,819+541.5% | - |
| Participant deferral / active EE | $17,488 | $3,862+352.8% | $4,398+297.6% | - |
| Admin fee / account holder | $57 | $2,807-98.0% | $7,408-99.2% | - |