Filed January 13, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $761,054 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $95,635 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TR CO Service code 28 · EIN 81-4017137 | Investment Management | $21,982 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $343,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 0.0%0pp | 2.2%-2.2pp |
| Annual return | 12.56% | 9.11%+3.5pp | 16.99%-4.4pp | 9.11%+3.5pp |
| Employer contribution / active EE | $6,326 | $12,231-48.3% | $26,485-76.1% | $12,231-48.3% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $8-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |