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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INST TRUST CO. FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $20,437 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-0025081 | Other fees; Investment management fee... | $11,977 |
Service code 72 · EIN 65-1211841 | Other investment fees and expenses | $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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.37% | 12.23%-1.9pp | 10.36%0pp | 13.95%-3.6pp |
| Employer contribution / active EE | $7,865 | $18,059-56.4% | $37,738-79.2% | $16,598-52.6% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |