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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 04-2531385 | Investment Management | $110,658 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $20,513 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 6.68% | 6915.14%-6908.5pp | 380.71%-374.0pp | 627.08%-620.4pp |
| Employer contribution / active EE | $79,260 | $39,618+100.1% | $45,089+75.8% | $18,824+321.1% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |