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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 04-2531385 | Investment Management | $97,222 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $16,248 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 4.50% | 13.54%-9.0pp | 13.48%-9.0pp | 16.32%-11.8pp |
| Employer contribution / active EE | $75,622 | $37,659+100.8% | $47,067+60.7% | $17,007+344.7% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |