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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $671,233 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $440,167 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $276,236 |
ARROWMARK PARTNERS4 years Service code 28 · EIN 39-2068140 | Investment Management | $215,089 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $36,843 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $20,200 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,058 | $95,048-40.0% | $141,200-59.6% | $82,204-30.6% |
| Participation rate | 94.9% | 73.7%+21.2pp | 82.5%+12.4pp | 73.4%+21.5pp |
| Annual return | -0.54% | 26.89%-27.4pp | 71.41%-71.9pp | 26.31%-26.8pp |
| Employer contribution / active EE | $1,872 | $2,921-35.9% | $4,736-60.5% | $2,707-30.9% |
| Participant deferral / active EE | $2,618 | $5,907-55.7% | $6,710-61.0% | $4,246-38.3% |
| Admin fee / account holder | $177 | $78+127.7% | $10,265-98.3% | $76+133.9% |