Filed November 29, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $344,519 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 45-3856224 | Bank Trustee | $35,483 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 19.3%-19.3pp | 0.6%-0.6pp |
| Annual return | 18.54% | 9.58%+9.0pp | 9.52%+9.0pp | 11.45%+7.1pp |
| Employer contribution / active EE | $15,331 | $21,155-27.5% | $41,951-63.5% | $17,219-11.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |