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 |
|---|---|---|
BLACKROCK3 years Filed as: BLACKROCK INST TRUST CO FKA BGI Service code 21 · EIN 94-3112180 | Bank Trustee | $12,212 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-0025081 | Other fees; Investment management fee... | $7,364 |
Service code 28 · EIN 65-1211841 | Investment Management | $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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -18.18% | -0.56%-17.6pp | -3.21%-15.0pp | 39.77%-58.0pp |
| Employer contribution / active EE | $48,282 | $21,553+124.0% | $46,051+4.8% | $19,959+141.9% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |