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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $99,288 |
WELLINGTON TRUST COMPANY7+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $18,047 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 1.43% | 7.36%-5.9pp | 9.78%-8.4pp | 13.24%-11.8pp |
| Employer contribution / active EE | $106,324 | $40,685+161.3% | $46,889+126.8% | $14,616+627.4% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |