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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5 years Filed as: BLACKROCK INST TRUST CO FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $10,570 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 04-0025081 | Custodial (other than securities); Ot... | $9,194 |
Service code 28 · EIN 65-1211841 | Investment Management | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 3.14% | 8.17%-5.0pp | 9.17%-6.0pp | 7.65%-4.5pp |
| Employer contribution / active EE | $20,352 | $16,702+21.9% | $40,523-49.8% | $20,582-1.1% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |