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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $115,309 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,006 | $95,417-47.6% | $135,974-63.2% | $74,460-32.8% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.2pp | 70.7%+21.3pp |
| Annual return | 12.47% | 32.76%-20.3pp | 68.30%-55.8pp | 34.38%-21.9pp |
| Employer contribution / active EE | $4,147 | $3,878+6.9% | $4,859-14.7% | $2,638+57.2% |
| Participant deferral / active EE | $5,301 | $7,789-31.9% | $7,760-31.7% | $4,530+17.0% |
| Admin fee / account holder | $149 | $266-44.2% | $10,767-98.6% | $348-57.3% |