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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK INST TRUST CO. FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $13,296 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 04-0025081 | Other fees; Investment management fee... | $11,519 |
Service code 72 · EIN 65-1211841 | Other investment fees and expenses | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.19% | -1.53%-5.7pp | -2.18%-5.0pp | -0.69%-6.5pp |
| Employer contribution / active EE | $17,677 | $14,498+21.9% | $38,751-54.4% | $16,786+5.3% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |