| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-3581074 | Securities Custodian | $403,336 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,280 | $78,852+84.2% | $76,768+89.2% | $75,289+93.0% |
| Participation rate | 92.4% | 85.0%+7.4pp | 77.0%+15.4pp | 72.4%+19.9pp |
| Annual return | -3.42% | -1.29%-2.1pp | 2.43%-5.8pp | -0.04%-3.4pp |
| Employer contribution / active EE | $3,890 | $2,794+39.2% | $2,485+56.5% | $2,405+61.7% |
| Participant deferral / active EE | $7,948 | $4,800+65.6% | $3,852+106.4% | $3,739+112.6% |
| Admin fee / account holder | $70 | $79-11.4% | $6,676-99.0% | $102-31.6% |