Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE3+ years Service code 21 · EIN 20-1227351 | Bank Trustee | $405,953 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK Service code 18 · EIN 04-1867445 | Account maintenance fees; Custodial (... | $25,579 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $18,126 |
Filed as: COLCHESTER GLOBAL INVESTORS, LTD. Service code 28 | Investment Management | $7,861 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -4.58% | -2.53%-2.1pp | -61.72%+57.1pp | -0.69%-3.9pp |
| Employer contribution / active EE | $26,718 | $37,001-27.8% | $47,703-44.0% | $16,786+59.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |