Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 47-4778650 193 GRATUITY RD · GROTON, MA 01450 | Investment Management | $339,249 |
NORTHGATE IV LP5+ years Service code 28 · EIN 26-1902666 649 SAN RAMON VALLEY BLVD · DANVILLE, CA 94526 | Investment Management | $121,681 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 29.68% | 1023.85%-994.2pp | 20.73%+9.0pp | 1023.85%-994.2pp |
| Employer contribution / active EE | $740 | $11,605-93.6% | $36,503-98.0% | $11,605-93.6% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |