Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $208,168 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $11,355 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $11,168 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $46,244-100.0% | - | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 0.0%0pp | 2.8%-2.8pp |
| Annual return | 16.68% | 16.32%+0.4pp | 12.90%+3.8pp | 16.32%+0.4pp |
| Employer contribution / active EE | $2,667 | $17,007-84.3% | $53,929-95.1% | $17,007-84.3% |
| Participant deferral / active EE | $0 | $406-100.0% | $78-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | - | $127-100.0% |