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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $306,261 |
CAMBIAR INVESTORS LLC1+ years Service code 28 · EIN 84-0643524 | Investment Management | $237,662 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $28,700 |
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 | $109,865 | $75,760+45.0% | $123,105-10.8% | $59,188+85.6% |
| Participation rate | 81.2% | 86.0%-4.9pp | 86.8%-5.6pp | 69.4%+11.8pp |
| Annual return | -1.93% | 2.93%-4.9pp | 13.22%-15.1pp | 5.51%-7.4pp |
| Employer contribution / active EE | $6,850 | $3,415+100.5% | $5,151+33.0% | $2,098+226.5% |
| Participant deferral / active EE | $6,180 | $5,000+23.6% | $6,229-0.8% | $3,265+89.3% |
| Admin fee / account holder | $0 | $61-100.0% | $9,014-100.0% | $92-100.0% |