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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $83,926 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $25,573 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $20,102 |
Service code 28 · EIN 04-1867445 | Investment Management | $13,396 |
SEI INVESTMENTS4+ years Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $11,420 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $11,234 |
PGIM INVESTMENTS1 year Filed as: JENNISON Service code 28 · EIN 23-6994310 | Investment Management | $0 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $190,003 | $79,961+137.6% | $98,462+93.0% | $75,184+152.7% |
| Participation rate | 94.3% | 70.4%+24.0pp | 75.2%+19.2pp | 67.2%+27.1pp |
| Annual return | 5.15% | 19.75%-14.6pp | 21.20%-16.0pp | 160.78%-155.6pp |
| Employer contribution / active EE | $21,746 | $2,264+860.4% | $3,049+613.2% | $2,671+714.1% |
| Participant deferral / active EE | $17,075 | $3,753+355.0% | $4,738+260.3% | $4,127+313.7% |
| Admin fee / account holder | $58 | $6,842-99.1% | $8,875-99.3% | $5,652-99.0% |