| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-3581074 | Securities Custodian | $288,017 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,259 | $78,852+62.7% | $76,768+67.1% | $75,289+70.4% |
| Participation rate | 95.4% | 85.0%+10.4pp | 77.0%+18.4pp | 72.4%+22.9pp |
| Annual return | -6.10% | -1.29%-4.8pp | 2.43%-8.5pp | -0.04%-6.1pp |
| Employer contribution / active EE | $4,536 | $2,794+62.3% | $2,485+82.5% | $2,405+88.6% |
| Participant deferral / active EE | $7,795 | $4,800+62.4% | $3,852+102.4% | $3,739+108.5% |
| Admin fee / account holder | $175 | $79+121.8% | $6,676-97.4% | $102+71.2% |