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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO3+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $100,345 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $25,573 |
SEI INVESTMENTS3+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $14,230 |
WELLINGTON TRUST COMPANY3+ years Service code 28 · EIN 04-2755549 | Investment Management | $6,480 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $6,388 |
BLACKROCK3+ years Filed as: BLACKROCK INSITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $3,853 |
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 | $174,788 | $73,019+139.4% | $90,767+92.6% | $68,494+155.2% |
| Participation rate | 94.3% | 70.8%+23.4pp | 75.7%+18.6pp | 67.9%+26.4pp |
| Annual return | -15.18% | -13.81%-1.4pp | -12.16%-3.0pp | -7.86%-7.3pp |
| Employer contribution / active EE | $21,129 | $2,193+863.6% | $2,922+623.1% | $2,597+713.7% |
| Participant deferral / active EE | $18,422 | $3,626+408.0% | $4,565+303.5% | $4,028+357.4% |
| Admin fee / account holder | $52 | $5,897-99.1% | $8,445-99.4% | $5,403-99.0% |