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 | $317,270 |
NORTHGATE IV LP6+ years Service code 28 · EIN 26-1902666 649 SAN RAMON VALLEY BLVD · DANVILLE, CA 94526 | Investment Management | $90,269 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 17.56% | 117.00%-99.4pp | 90.61%-73.0pp | 5230.06%-5212.5pp |
| Employer contribution / active EE | $239 | $5,915-96.0% | $32,730-99.3% | $10,491-97.7% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |