| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,201,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,089,766 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $371,409 |
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $195,609 |
CHIPTON-ROSS7+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $85,563 |
CALLAN ASSOCIATES7+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $44,179 |
OSI CONSULTING INC2 years Filed as: OSI DIGITAL INC Service code 16 · EIN 95-4844560 | Consulting | $42,037 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $19,198 |
EPLUS TECHNOLOGY INC6 years Service code 49 · EIN 54-1904151 | Other Services | $13,363 |
DELL MARKETING LP4 years Service code 49 · EIN 74-2616805 | Other Services | $11,934 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,088 | $171,796+52.6% | $111,319+135.4% | $106,520+146.0% |
| Participation rate | 98.0% | 88.6%+9.4pp | 77.3%+20.7pp | 71.3%+26.7pp |
| Annual return | 15.37% | 18.62%-3.2pp | 54.68%-39.3pp | 19.28%-3.9pp |
| Employer contribution / active EE | $6,035 | $4,687+28.8% | $2,732+120.9% | $2,840+112.5% |
| Participant deferral / active EE | $13,508 | $7,845+72.2% | $4,488+201.0% | $4,948+173.0% |
| Admin fee / account holder | $87 | $69+25.2% | $7,966-98.9% | $75+16.6% |