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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST CO. FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $44,171 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-0025081 | Other fees; Investment management fee... | $14,539 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 12.68% | 5.80%+6.9pp | 4.74%+7.9pp | 11.88%+0.8pp |
| Employer contribution / active EE | $17,013 | $15,506+9.7% | $36,089-52.9% | $14,612+16.4% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |