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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADV TRUST CO Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $175,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 17.86% | 10.98%+6.9pp | 10.53%+7.3pp | 10.41%+7.4pp |
| Employer contribution / active EE | $9,446 | $15,231-38.0% | $29,360-67.8% | $14,691-35.7% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |