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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 8.36% | 13.95%-5.6pp | 7.90%+0.5pp | 13.95%-5.6pp |
| Employer contribution / active EE | $6,017 | $16,598-63.7% | $41,695-85.6% | $16,598-63.7% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |