| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1+ years Service code 49 · EIN 94-3250323 | Other Services | $5,461,207 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $5,143,049 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $1,053,346 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $506,920 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $315,565 |
KES MAIL INC1+ years Service code 49 · EIN 74-3075854 | Other Services | $223,453 |
ANACOMP INC1+ years Service code 50 · EIN 35-1144230 | Direct Payment | $164,135 |
HERRONPALMER1+ years Filed as: HERRONPALMER LLC Service code 49 10230 HUMBOLDT AVE SOUTH · BLOOMINGTON, MN 55431 | Other Services | $139,091 |
CALLAN ASSOCIATES1+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $111,991 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $58,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,668 | $111,064+69.9% | $67,652+178.9% | $69,651+170.9% |
| Participation rate | 88.8% | 86.0%+2.8pp | 75.7%+13.1pp | 66.6%+22.2pp |
| Annual return | 3.13% | 2.77%+0.4pp | 6625.40%-6622.3pp | 53.77%-50.6pp |
| Employer contribution / active EE | $4,258 | $3,328+27.9% | $2,266+87.9% | $2,241+90.0% |
| Participant deferral / active EE | $10,854 | $6,396+69.7% | $3,560+204.9% | $3,635+198.6% |
| Admin fee / account holder | $225 | $72+213.7% | $4,821-95.3% | $63+256.6% |