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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE2+ years Service code 21 · EIN 20-1227351 | Bank Trustee | $227,318 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Direct payment from the plan; Account... | $18,990 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $9,885 |
Filed as: COLCHESTER GLOBAL INVESTORS, LTD. Service code 28 | Investment Management | $6,524 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 9.07% | 10.58%-1.5pp | 14.41%-5.3pp | 13.95%-4.9pp |
| Employer contribution / active EE | $26,496 | $37,352-29.1% | $45,283-41.5% | $16,598+59.6% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |