| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $3,099,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,829,170 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $1,462,465 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $818,827 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $500,593 |
OSI CONSULTING INC2+ years Service code 16 · EIN 95-4844560 | Consulting | $262,041 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $228,353 |
CALLAN ASSOCIATES2+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $141,020 |
HERRONPALMER2+ years Filed as: HERRONPALMER LLC Service code 49 10230 HUMBOLDT AVE SOUTH · BLOOMINGTON, MN 55431 | Other Services | $101,965 |
CHIPTON-ROSS2+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $92,036 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,285 | $126,925+58.6% | $74,184+171.3% | $329,111-38.8% |
| Participation rate | 96.8% | 87.5%+9.2pp | 76.6%+20.1pp | 67.9%+28.9pp |
| Annual return | 10.00% | 10.67%-0.7pp | 17.74%-7.7pp | 16.35%-6.4pp |
| Employer contribution / active EE | $4,635 | $3,536+31.1% | $2,370+95.6% | $2,303+101.2% |
| Participant deferral / active EE | $11,468 | $6,619+73.3% | $3,550+223.1% | $3,682+211.5% |
| Admin fee / account holder | $173 | $64+172.7% | $5,586-96.9% | $754-77.0% |