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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 32-0174431 200 PARK AVENUE · NEW YORK, NY 10166 | Bank Trustee | $145,908 |
WELLINGTON TRUST COMPANY9+ years Service code 51 · EIN 04-2755549 75 STATE STREET · BOSTON, MA 02109 | Investment Mgmt Fees | $14,128 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 1.41% | 11.98%-10.6pp | 35.16%-33.8pp | 37.77%-36.4pp |
| Employer contribution / active EE | $123,209 | $57,753+113.3% | $46,401+165.5% | $15,798+679.9% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |