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| Provider | Service type | Compensation |
|---|---|---|
STANDARD LIFE INVESTMENTS2 years Service code 28 · EIN 98-0631992 | Investment Management | $100,102 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $87,213 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 6.55% | -1.12%+7.7pp | -2.18%+8.7pp | 0.19%+6.4pp |
| Employer contribution / active EE | $15,801 | $12,052+31.1% | $38,751-59.2% | $13,763+14.8% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |