| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 52-0713201 | Actuarial | $79,458 |
Filed as: STATE STREET GLOBAL ADVISORS (SSGA) Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $75,862 |
WHITLEY PENN LLP5+ years Service code 10 · EIN 75-2393478 | Accounting | $25,095 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $16,404 |
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 17.31% | 10.98%+6.3pp | 18.06%-0.7pp | 12.16%+5.2pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |