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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3954297 | Actuarial | $667,477 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $52,209 |
Service code 28 · EIN 13-5674085 | Investment Management | $27,221 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 6.40% | 12.38%-6.0pp | 10.53%-4.1pp | 23.90%-17.5pp |
| Employer contribution / active EE | $11,561 | $23,325-50.4% | $29,360-60.6% | $16,539-30.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |