| 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 | $331,628 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,415 | $105,173+90.6% | $87,102+130.1% | $77,775+157.7% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.3pp | 73.2%+25.0pp |
| Annual return | 22.28% | 24.52%-2.2pp | 28.19%-5.9pp | 32.58%-10.3pp |
| Employer contribution / active EE | $5,543 | $2,890+91.8% | $2,521+119.8% | $2,504+121.4% |
| Participant deferral / active EE | $9,407 | $5,048+86.4% | $4,048+132.4% | $3,966+137.2% |
| Admin fee / account holder | $167 | $105+59.3% | $7,493-97.8% | $100+66.5% |