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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $659,609 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $393,161 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $204,422 |
ARROWMARK PARTNERS5 years Service code 28 · EIN 39-2068140 | Investment Management | $142,617 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 10 · EIN 81-1706025 | Accounting | $25,000 |
Service code 28 · EIN 04-3370184 | Investment Management | $22,933 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $22,703 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $21,420 |
SANDERS CAPITAL, LLC1 year Service code 28 · EIN 27-0705845 | Investment Management | $19,986 |
Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $3,357 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,952 | $108,759-42.1% | $149,696-57.9% | $93,223-32.5% |
| Participation rate | 92.2% | 70.7%+21.5pp | 82.5%+9.7pp | 74.9%+17.3pp |
| Annual return | 11.67% | 19.53%-7.9pp | 276.60%-264.9pp | 19.29%-7.6pp |
| Employer contribution / active EE | $367 | $2,777-86.8% | $4,644-92.1% | $2,680-86.3% |
| Participant deferral / active EE | $2,677 | $6,149-56.5% | $6,842-60.9% | $4,563-41.3% |
| Admin fee / account holder | $186 | $81+130.2% | $9,309-98.0% | $79+134.8% |