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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 04-2531385 | Investment Management | $169,065 |
Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $27,500 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $25,316 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 4.25% | 6.37%-2.1pp | 8.04%-3.8pp | 7.65%-3.4pp |
| Employer contribution / active EE | $82,375 | $48,951+68.3% | $42,693+92.9% | $20,582+300.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |