Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $103,833 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Custodial (other than securities); Cu... | $50,000 |
WELLINGTON TRUST COMPANY3+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $17,174 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 6.18% | 12.03%-5.8pp | 14.41%-8.2pp | 23.90%-17.7pp |
| Employer contribution / active EE | $98,381 | $30,615+221.4% | $45,283+117.3% | $16,539+494.8% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |