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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $19,816 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $14,879 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -5.35% | -2.38%-3.0pp | -0.41%-4.9pp | 10.56%-15.9pp |
| Employer contribution / active EE | $0 | $9,517-100.0% | $15,396-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |