Filed November 3, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE1 year Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $27,661 |
Service code 11 · EIN 04-2749141 | Actuarial | $7,615 |
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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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 10.65% | 10.78%-0.1pp | 8.93%+1.7pp | 13.95%-3.3pp |
| Employer contribution / active EE | $43,862 | $10,694+310.2% | $43,470+0.9% | $16,598+164.3% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |