Filed April 25, 2023 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ELLIOTT INTERNATIONAL LTD Service code 28 · EIN 22-3338737 | Investment Management | $180,023 |
INVESCO2 years Filed as: INVESCO MORTGAGE RECOVERY FUND II Service code 28 · EIN 27-1136906 | Investment Management | $108,129 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.65% | 26.60%-13.9pp | 10.16%+2.5pp | 17.84%-5.2pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |