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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE5+ years Service code 21 · EIN 20-1227351 | Bank Trustee | $388,779 |
Filed as: NYES LEDGE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-2105438 | Investment Management | $30,406 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $29,233 |
Filed as: PARAMETRIC Service code 27 · EIN 20-0292745 | Advisory (Plan) | $15,705 |
Filed as: COLCHESTER GLOBAL INVESTORS, LTD. Service code 28 | Investment Management | $8,633 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 9.67% | 6915.14%-6905.5pp | 380.66%-371.0pp | 627.08%-617.4pp |
| Employer contribution / active EE | $21,756 | $39,618-45.1% | $45,083-51.7% | $18,824+15.6% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |