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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $80,024 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Soft dollars commissions; Investment ... | $62,500 |
WELLINGTON TRUST COMPANY2+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $19,904 |
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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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 3.05% | 5.09%-2.0pp | 4.74%-1.7pp | 7.18%-4.1pp |
| Employer contribution / active EE | $120,413 | $33,192+262.8% | $46,220+160.5% | $13,095+819.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |