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| Provider | Service type | Compensation |
|---|---|---|
UNITED STATES TREASURY1+ years Filed as: UNITED STATES TRUST COMPANY Service code 19 · EIN 94-1687665 | Securities Custodian | $92,993 |
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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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -0.31% | -0.85%+0.5pp | -1.08%+0.8pp | -7.14%+6.8pp |
| Employer contribution / active EE | $8,824 | $14,391-38.7% | $35,779-75.3% | $14,613-39.6% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |