Filed November 3, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 04-2749141 | Actuarial | $56,726 |
EATON VANCE3 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $52,343 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 1.12% | 12.99%-11.9pp | 8.22%-7.1pp | 16.32%-15.2pp |
| Employer contribution / active EE | $0 | $9,929-100.0% | $46,636-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |