Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR CAPITAL ADVISORS LLC1+ years Filed as: ANCHOR CAPITAL ADVISORS, LLC Service code 28 · EIN 20-4669888 | Investment Management | $14,310 |
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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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.68% | -0.83%-0.9pp | -1.08%-0.6pp | 2.81%-4.5pp |
| Employer contribution / active EE | $39,955 | $22,474+77.8% | $35,779+11.7% | $16,358+144.3% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |