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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $172,736 |
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 | $30,457 | $44,989-32.3% | $170,435-82.1% | $77,958-60.9% |
| Participation rate | 85.4% | 64.6%+20.8pp | 83.6%+1.8pp | 71.6%+13.7pp |
| Annual return | 13.23% | 19.61%-6.4pp | 205.94%-192.7pp | 20.87%-7.6pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $3,437 | $2,208+55.7% | $4,939-30.4% | $3,537-2.8% |
| Admin fee / account holder | $30 | $69-56.2% | $13,881-99.8% | $97-69.0% |