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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 04-2531385 | Investment Management | $71,590 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $12,017 |
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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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.64% | -2.53%+3.2pp | -61.72%+62.4pp | -0.69%+1.3pp |
| Employer contribution / active EE | $75,336 | $37,001+103.6% | $47,703+57.9% | $16,786+348.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |