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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $329,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,427 | $45,000-16.8% | $143,788-74.0% | $77,906-52.0% |
| Participation rate | 61.2% | 66.8%-5.7pp | 80.3%-19.2pp | 73.7%-12.5pp |
| Annual return | -11.59% | 29.03%-40.6pp | -0.03%-11.6pp | 12.16%-23.7pp |
| Employer contribution / active EE | $2,484 | $1,870+32.9% | $4,952-49.8% | $2,846-12.7% |
| Participant deferral / active EE | $3,617 | $3,157+14.6% | $5,638-35.8% | $4,805-24.7% |
| Admin fee / account holder | $44 | $98-55.0% | $14,675-99.7% | $133-66.6% |