| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,844,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,804,809 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $461,867 |
ANACOMP INC5+ years Service code 49 · EIN 35-1144230 | Other Services | $333,583 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $224,285 |
CHIPTON-ROSS5+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $118,797 |
CALLAN ASSOCIATES5+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $73,532 |
OSI CONSULTING INC5+ years Service code 16 · EIN 95-4844560 | Consulting | $47,441 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $46,170 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $37,435 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,468 | $143,368+56.6% | $87,102+157.7% | $89,609+150.5% |
| Participation rate | 97.5% | 88.2%+9.2pp | 76.9%+20.6pp | 69.6%+27.9pp |
| Annual return | 38.46% | 28.55%+9.9pp | 28.19%+10.3pp | 33.65%+4.8pp |
| Employer contribution / active EE | $6,226 | $4,012+55.2% | $2,521+146.9% | $2,584+140.9% |
| Participant deferral / active EE | $11,723 | $7,129+64.4% | $4,048+189.6% | $4,222+177.6% |
| Admin fee / account holder | $82 | $61+35.5% | $7,493-98.9% | $72+15.1% |