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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $153,769 |
Filed as: PRUDENTIAL Service code 11 · EIN 06-1050034 | Actuarial | $69,332 |
CUNI, RUST & STRENK1+ years Service code 51 · EIN 31-1227755 | Investment Mgmt Fees | $52,305 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $0 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 14.21% | 20.91%-6.7pp | 793.01%-778.8pp | 627.08%-612.9pp |
| Employer contribution / active EE | $33,671 | $11,580+190.8% | $27,004+24.7% | $18,824+78.9% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |