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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 25 · EIN 04-1867445 | Directed Trustee | $25,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,289-100.0% | $106,128-100.0% | $339,457-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.3%-12.3pp | 43.9%-43.9pp |
| Annual return | 4.60% | 3.50%+1.1pp | 5.16%-0.6pp | 13.05%-8.5pp |
| Employer contribution / active EE | $23,142 | $34,017-32.0% | $26,479-12.6% | $37,651-38.5% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,074-100.0% |