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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INST TRUST CO FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $11,710 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 04-0025081 | Investment management fees paid indir... | $11,370 |
Service code 28 · EIN 65-1211841 | Investment Management | $0 |
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Employer contribution per participant 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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.38% | 10.61%+2.8pp | 9.52%+3.9pp | 627.08%-613.7pp |
| Employer contribution / active EE | $695 | $21,392-96.8% | $41,951-98.3% | $18,824-96.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |