| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $7,180,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,344,750 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $739,003 |
ANACOMP INC4+ years Service code 49 · EIN 35-1144230 | Other Services | $206,059 |
DELOITTE & TOUCHE LLP4+ years Service code 10 · EIN 13-3891517 | Accounting | $193,500 |
CALLAN ASSOCIATES4+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $120,089 |
CHIPTON-ROSS4+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $80,712 |
Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $50,985 |
SEYFARTH SHAW LLP4+ years Service code 29 · EIN 36-2152202 | Legal | $50,718 |
O'CONNOR DAVIES, LLP4+ years Filed as: O'CONNOR DAVIES MUNNS & DOBBINS LLP Service code 15 200 N MILWAUKEE AVE · VERNON HILLS, IL 60061 | Recordkeeping | $31,327 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,769 | $127,796+61.0% | $76,768+168.0% | $73,367+180.5% |
| Participation rate | 96.4% | 88.2%+8.2pp | 77.0%+19.4pp | 69.5%+26.9pp |
| Annual return | -6.26% | -2.31%-3.9pp | 2.43%-8.7pp | 173.45%-179.7pp |
| Employer contribution / active EE | $6,050 | $3,931+53.9% | $2,485+143.4% | $2,499+142.1% |
| Participant deferral / active EE | $12,391 | $6,924+79.0% | $3,852+221.7% | $4,033+207.3% |
| Admin fee / account holder | $91 | $66+36.7% | $6,676-98.6% | $68+32.7% |