Filed August 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $40,912 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 14.69% | 13.75%+0.9pp | 8.22%+6.5pp | 53.27%-38.6pp |
| Employer contribution / active EE | $0 | $13,858-100.0% | $46,636-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |