Filed November 3, 2020 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EATON VANCE4 years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $30,322 |
Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-3403145 | Investment Management | $5,006 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $282,126-100.0% | $282,126-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 41.9%-41.9pp | 43.0%-43.0pp |
| Annual return | 5.28% | 1315.74%-1310.5pp | 1087.39%-1082.1pp | 259.17%-253.9pp |
| Employer contribution / active EE | $0 | $46,882-100.0% | $42,245-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $120-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $2,639-100.0% | $2,639-100.0% | $21,502-100.0% |