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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 13 · EIN 04-1867445 | Contract Administrator | $163,217 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY VEST Service code 27 · EIN 20-2217636 | Advisory (Plan) | $87,500 |
BKD, LLP3+ years Service code 10 · EIN 44-0160260 | Accounting | $13,850 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.49% | 12.92%-0.4pp | 10.36%+2.1pp | 17.84%-5.4pp |
| Employer contribution / active EE | $45,455 | $14,070+223.1% | $37,738+20.4% | $14,688+209.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |