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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET Service code 19 · EIN 81-4017137 | Securities Custodian | $32,291 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | -18.82% | -7.28%-11.5pp | 22.50%-41.3pp | -14.65%-4.2pp |
| Employer contribution / active EE | $113,717 | $42,083+170.2% | $33,849+236.0% | $46,321+145.5% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |