| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $290,890 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $202,974 |
FINANCIAL ENGINES1+ years Service code 49 · EIN 94-3250323 | Other Services | $111,693 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $43,594 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $32,876 |
ANACOMP INC1+ years Service code 49 · EIN 35-1144230 | Other Services | $24,694 |
KES MAIL INC1+ years Filed as: KES MAIL LLC Service code 49 · EIN 74-3075854 | Other Services | $11,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,176 | $71,957+35.0% | $67,652+43.6% | $59,188+64.2% |
| Participation rate | 58.6% | 82.7%-24.1pp | 75.7%-17.1pp | 69.4%-10.8pp |
| Annual return | -0.26% | 8.53%-8.8pp | 6625.40%-6625.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $0 | $2,432-100.0% | $2,266-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $182 | $64+182.9% | $4,821-96.2% | $92+96.8% |