Filed June 15, 2021 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $310,920 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $750 |
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 | $58,267 | $45,382+28.4% | $154,110-62.2% | $75,289-22.6% |
| Participation rate | 90.0% | 65.9%+24.1pp | 83.0%+7.0pp | 72.4%+17.6pp |
| Annual return | -5.21% | -0.47%-4.7pp | 735.22%-740.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $3,050 | $1,533+99.0% | $5,298-42.4% | $2,405+26.8% |
| Participant deferral / active EE | $4,597 | $2,384+92.8% | $5,081-9.5% | $3,739+23.0% |
| Admin fee / account holder | $94 | $89+5.2% | $13,412-99.3% | $102-8.2% |