Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INST TRUST CO. FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $12,064 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-0025081 | Investment management fees paid direc... | $11,725 |
Service code 72 · EIN 65-1211841 | Other investment fees and expenses | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 20.39% | 18.13%+2.3pp | 14.64%+5.7pp | 16.32%+4.1pp |
| Employer contribution / active EE | $41,642 | $23,138+80.0% | $41,831-0.5% | $17,007+144.9% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |