| Provider | Service type | Compensation |
|---|---|---|
ANACOMP INC2+ years Service code 49 · EIN 35-1144230 | Other Services | $427,325 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $133,811 |
Service code 37 · EIN 04-2647786 | Loan Processing | $92,813 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $73,520 |
FINANCIAL ENGINES2+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $45,629 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $22,357 |
EPLUS TECHNOLOGY INC1 year Service code 49 · EIN 54-1904151 | Other Services | $21,413 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $20,964 |
OSI CONSULTING INC1 year Service code 16 · EIN 95-4844560 | Consulting | $9,759 |
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 | $107,229 | $80,211+33.7% | $74,184+44.5% | $63,975+67.6% |
| Participation rate | 97.6% | 84.2%+13.4pp | 76.6%+21.0pp | 71.1%+26.4pp |
| Annual return | 5.46% | 14.13%-8.7pp | 17.74%-12.3pp | 48.65%-43.2pp |
| Employer contribution / active EE | $0 | $2,553-100.0% | $2,370-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $220 | $67+227.8% | $5,586-96.1% | $70+212.8% |