| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,565,927 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,502,319 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $370,975 |
DELOITTE & TOUCHE LLP6+ years Service code 10 · EIN 13-3891517 | Accounting | $195,488 |
CHIPTON-ROSS6+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $96,020 |
CALLAN ASSOCIATES6+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $58,856 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $34,290 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 | Legal | $26,581 |
Service code 10 · EIN 54-0975470 | Accounting | $18,850 |
EPLUS TECHNOLOGY INC5 years Service code 49 · EIN 54-1904151 | Other Services | $13,632 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,579 | $164,350+42.7% | $95,968+144.4% | $106,273+120.7% |
| Participation rate | 97.7% | 90.5%+7.2pp | 77.1%+20.6pp | 70.8%+26.9pp |
| Annual return | 11.80% | 14.56%-2.8pp | 91.65%-79.9pp | 21.70%-9.9pp |
| Employer contribution / active EE | $6,174 | $4,292+43.8% | $2,542+142.9% | $2,722+126.8% |
| Participant deferral / active EE | $12,262 | $7,854+56.1% | $4,167+194.3% | $4,601+166.5% |
| Admin fee / account holder | $78 | $65+18.8% | $6,798-98.9% | $78-0.8% |