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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK INSTL TRUST COMPANY NA Service code 21 · EIN 94-3112180 | Bank Trustee | $277,435 |
CAMBIAR INVESTORS LLC4+ years Service code 28 · EIN 84-0643524 | Investment Management | $158,564 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,070 | $82,546+56.4% | $140,019-7.8% | $75,289+71.4% |
| Participation rate | 83.2% | 88.4%-5.1pp | 87.5%-4.3pp | 72.4%+10.8pp |
| Annual return | -3.84% | -0.36%-3.5pp | 651.19%-655.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $6,445 | $3,856+67.1% | $5,605+15.0% | $2,405+168.0% |
| Participant deferral / active EE | $6,578 | $5,731+14.8% | $6,927-5.0% | $3,739+75.9% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |