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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $31,067 |
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 | $41,328 | $78,826-47.6% | $91,004-54.6% | - |
| Participation rate | 0.0% | 75.7%-75.7pp | 75.6%-75.6pp | - |
| Annual return | 15.88% | 13.42%+2.5pp | 4.60%+11.3pp | - |
| Employer contribution / active EE | $0 | $2,032-100.0% | $2,456-100.0% | - |
| Participant deferral / active EE | $0 | $3,427-100.0% | $3,548-100.0% | - |
| Admin fee / account holder | $47 | $1,277-96.3% | $5,417-99.1% | - |