| Provider | Service type | Compensation |
|---|---|---|
Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-3581074 | Securities Custodian | $247,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,836 | $78,852+120.5% | $76,768+126.4% | $75,289+130.9% |
| Participation rate | 98.2% | 85.0%+13.3pp | 77.0%+21.3pp | 72.4%+25.8pp |
| Annual return | -4.57% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $5,063 | $2,794+81.2% | $2,485+103.7% | $2,405+110.5% |
| Participant deferral / active EE | $9,278 | $4,800+93.3% | $3,852+140.9% | $3,739+148.2% |
| Admin fee / account holder | $131 | $79+65.6% | $6,676-98.0% | $102+27.8% |