Filed November 27, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $47,115 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITN'L TRUST CO. N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $27,240 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.02% | 5.09%+0.9pp | 5.00%+1.0pp | 7.18%-1.2pp |
| Employer contribution / active EE | $1,385 | $7,393-81.3% | $35,918-96.1% | $13,095-89.4% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |