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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $90,145 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Custodial (other than securities); Cu... | $37,500 |
WELLINGTON TRUST COMPANY1+ years Service code 51 · EIN 04-2755549 75 STATE ST · BOSTON, MA 02109 | Investment Mgmt Fees | $31,549 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | 0.45% | -2.09%+2.5pp | -1.68%+2.1pp | -0.60%+1.0pp |
| Employer contribution / active EE | $133,664 | $29,352+355.4% | $44,959+197.3% | $12,272+989.2% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |