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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARAMETRIC PORTFOLIO ASSOC. Service code 28 P.O.BOX 856786 · MINNEAPOLIS, MN 554866786 | Investment Management | $48,898 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $490,217-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.0%-35.0pp | 0.0%0pp |
| Annual return | 9.99% | 8.73%+1.3pp | 7.21%+2.8pp | 8.73%+1.3pp |
| Employer contribution / active EE | $86,856 | $14,479+499.9% | $39,652+119.0% | $14,479+499.9% |
| Participant deferral / active EE | $0 | $665-100.0% | $95-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $28,496-100.0% | - |