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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 04-2531385 | Investment Management | $138,210 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); Di... | $25,965 |
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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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 5.53% | 7.94%-2.4pp | 9.78%-4.3pp | 11.84%-6.3pp |
| Employer contribution / active EE | $80,000 | $42,390+88.7% | $46,889+70.6% | $17,339+361.4% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |