| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $462,450 |
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 | $144,246 | $105,173+37.2% | $87,102+65.6% | $77,775+85.5% |
| Participation rate | 95.5% | 85.8%+9.7pp | 76.9%+18.7pp | 73.2%+22.3pp |
| Annual return | 19.52% | 24.52%-5.0pp | 28.19%-8.7pp | 32.58%-13.1pp |
| Employer contribution / active EE | $4,714 | $2,890+63.1% | $2,521+86.9% | $2,504+88.3% |
| Participant deferral / active EE | $7,361 | $5,048+45.8% | $4,048+81.8% | $3,966+85.6% |
| Admin fee / account holder | $262 | $105+150.2% | $7,493-96.5% | $100+161.4% |