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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $848,314 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $609,421 |
ARROWMARK PARTNERS3 years Service code 28 · EIN 39-2068140 | Investment Management | $294,067 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $291,189 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $144,799 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $19,600 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,434 | $71,505-36.5% | $123,553-63.2% | $73,367-38.1% |
| Participation rate | 88.0% | 64.9%+23.1pp | 82.3%+5.7pp | 69.5%+18.5pp |
| Annual return | -4.62% | 6.94%-11.6pp | 119.21%-123.8pp | 173.45%-178.1pp |
| Employer contribution / active EE | $1,065 | $2,011-47.0% | $4,628-77.0% | $2,499-57.4% |
| Participant deferral / active EE | $1,879 | $4,928-61.9% | $6,426-70.8% | $4,033-53.4% |
| Admin fee / account holder | $165 | $66+150.6% | $9,284-98.2% | $68+141.7% |