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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE1+ years Service code 21 · EIN 20-1227351 | Bank Trustee | $262,235 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Custodial (other than securities); Ac... | $23,839 |
Filed as: COLCHESTER GLOBAL INVESTORS, LTD. Service code 28 | Investment Management | $10,313 |
CORSAIR CAPITAL MANAGEMENT1+ years Service code 28 · EIN 04-3683843 | Investment Management | $10,036 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $9,468 |
SALIENT1+ years Service code 28 · EIN 61-1665541 | Investment Management | $8,761 |
ZEPHYR AURORA MASTER TRUST FUND1+ years Service code 28 · EIN 98-0404611 | Investment Management | $8,726 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | -5.76% | 4.43%-10.2pp | 4.74%-10.5pp | 11.88%-17.6pp |
| Employer contribution / active EE | $18,333 | $35,917-49.0% | $46,220-60.3% | $14,612+25.5% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |