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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $278,796 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-0643524 | Investment Management | $152,612 |
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,327 | $80,354+52.2% | $133,975-8.7% | $63,975+91.2% |
| Participation rate | 76.2% | 87.5%-11.3pp | 87.1%-10.8pp | 71.1%+5.1pp |
| Annual return | 7.68% | 13.11%-5.4pp | 29.29%-21.6pp | 48.65%-41.0pp |
| Employer contribution / active EE | $6,403 | $3,503+82.8% | $5,211+22.9% | $2,182+193.5% |
| Participant deferral / active EE | $5,925 | $5,239+13.1% | $6,282-5.7% | $3,356+76.5% |
| Admin fee / account holder | $0 | $69-100.0% | $9,324-100.0% | $70-100.0% |