| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 15 · EIN 04-6028663 | Recordkeeping | $181,274 |
STATE STREET GLOBAL ADVISORS1+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $39,929 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $27,000 |
Service code 17 · EIN 95-2879539 | Pension Consulting | $13,119 |
XEROX CORPORATION1+ years Service code 15 · EIN 16-0468020 | Recordkeeping | $7,905 |
EVERCORE TRUST COMPANY1+ years Service code 27 · EIN 26-4691954 | Advisory (Plan) | $5,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $9,050 | $82,422-89.0% | $67,652-86.6% | $67,505-86.6% |
| Participation rate | 44.0% | 84.2%-40.2pp | 75.7%-31.7pp | 71.2%-27.2pp |
| Annual return | -19.41% | 12.72%-32.1pp | 6625.40%-6644.8pp | 6.52%-25.9pp |
| Employer contribution / active EE | $0 | $2,879-100.0% | $2,266-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $0 | $5,020-100.0% | $3,560-100.0% | $3,597-100.0% |
| Admin fee / account holder | $62 | $53+16.9% | $4,821-98.7% | $56+10.8% |