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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $102,159 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $16,324 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -2.15% | -3.37%+1.2pp | -61.72%+59.6pp | 0.19%-2.3pp |
| Employer contribution / active EE | $139,859 | $36,881+279.2% | $47,703+193.2% | $13,763+916.2% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |