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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $534,978 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $394,148 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $215,815 |
ARROWMARK PARTNERS7 years Service code 28 · EIN 39-2068140 | Investment Management | $89,101 |
SNYDER CAPITAL MANAGEMENT3 years Service code 28 · EIN 04-3370184 | Investment Management | $76,203 |
SANDERS CAPITAL, LLC3 years Service code 28 · EIN 27-0705845 | Investment Management | $48,187 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $25,830 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,617 | $89,497-15.5% | $69,888+8.2% | $78,104-3.2% |
| Participation rate | 71.4% | 79.9%-8.5pp | 70.5%+0.9pp | 74.5%-3.1pp |
| Annual return | -14.38% | -12.39%-2.0pp | 190.87%-205.3pp | 10.90%-25.3pp |
| Employer contribution / active EE | $1,302 | $3,152-58.7% | $2,560-49.2% | $3,128-58.4% |
| Participant deferral / active EE | $3,465 | $4,564-24.1% | $3,849-10.0% | $5,089-31.9% |
| Admin fee / account holder | $215 | $78+176.0% | $6,267-96.6% | $79+171.7% |