Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $47,810 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | -6.77% | -3.07%-3.7pp | -3.19%-3.6pp | 0.19%-7.0pp |
| Employer contribution / active EE | $24,461 | $12,239+99.9% | $48,658-49.7% | $13,763+77.7% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |