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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 | $444,773-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 9.99% | 8.75%+1.2pp | 6.38%+3.6pp | 8.75%+1.2pp |
| Employer contribution / active EE | $86,856 | $15,185+472.0% | $39,647+119.1% | $15,185+472.0% |
| Participant deferral / active EE | $0 | $753-100.0% | $58-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $37,010-100.0% | - |