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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY TRUST COMPANY Service code 28 · EIN 04-2647786 | Investment Management | $780,020 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON INVESTMENTS SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $215,180 |
ARROWMARK PARTNERS8 years Service code 28 · EIN 39-2068140 | Investment Management | $127,065 |
SNYDER CAPITAL MANAGEMENT4 years Service code 28 · EIN 04-3370184 | Investment Management | $100,289 |
SANDERS CAPITAL, LLC4 years Service code 28 · EIN 27-0705845 | Investment Management | $75,493 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 20 · EIN 26-3521867 | Trustee (individual) | $50,212 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $36,259 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,605 | $93,283-27.5% | $76,872-12.1% | $103,590-34.7% |
| Participation rate | 72.5% | 79.3%-6.7pp | 69.6%+2.9pp | 73.3%-0.8pp |
| Annual return | 21.64% | 17.40%+4.2pp | 37.90%-16.3pp | 33.13%-11.5pp |
| Employer contribution / active EE | $1,484 | $3,170-53.2% | $2,533-41.4% | $3,213-53.8% |
| Participant deferral / active EE | $2,919 | $4,624-36.9% | $3,832-23.8% | $5,214-44.0% |
| Admin fee / account holder | $164 | $78+109.1% | $5,476-97.0% | $114+43.7% |