| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARAMETRIC PORTFOLIO ASSOC. Service code 28 P.O.BOX 856786 · MINNEAPOLIS, MN 554866786 | Investment Management | $48,898 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $618,728-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | 9.99% | 8.88%+1.1pp | 2.61%+7.4pp | 8.88%+1.1pp |
| Employer contribution / active EE | $86,856 | $15,934+445.1% | $36,531+137.8% | $15,934+445.1% |
| Participant deferral / active EE | $0 | $753-100.0% | $87-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $69,555-100.0% | - |