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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 | $11,047 |
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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 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 12.33% | 9.30%+3.0pp | 8.05%+4.3pp | 9.30%+3.0pp |
| Employer contribution / active EE | $82,218 | $12,557+554.8% | $42,683+92.6% | $12,557+554.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |