Filed November 3, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE2 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $29,897 |
Service code 11 · EIN 04-2749141 | Actuarial | $7,815 |
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Employer contribution per participant 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 | $37,197-100.0% | $171,071-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 4.7%-4.7pp |
| Annual return | 4.76% | -1.76%+6.5pp | -3.19%+8.0pp | -0.69%+5.4pp |
| Employer contribution / active EE | $1,343 | $13,257-89.9% | $48,658-97.2% | $16,786-92.0% |
| Participant deferral / active EE | $0 | $0 | $273-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,129-100.0% | $124-100.0% |