Filed November 29, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $28,495 |
STATE STREET GLOBAL ADVISORS2 years Service code 51 · EIN 81-4017137 | Investment Mgmt Fees | $17,716 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 6.47% | 5.34%+1.1pp | 9.17%-2.7pp | 9.30%-2.8pp |
| Employer contribution / active EE | $12,684 | $9,329+36.0% | $40,523-68.7% | $12,551+1.1% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |