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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $35,958 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $59,725-100.0% | $68,509-100.0% | - |
| Participation rate | 0.0% | 66.5%-66.5pp | 74.7%-74.7pp | - |
| Annual return | -1.25% | 51.05%-52.3pp | 8.27%-9.5pp | - |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,278-100.0% | - |
| Participant deferral / active EE | $0 | $2,426-100.0% | $3,382-100.0% | - |
| Admin fee / account holder | $0 | $8,564-100.0% | $5,275-100.0% | - |