Filed May 11, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $183,366 |
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 | $14,560 | $37,039-60.7% | $147,618-90.1% | $59,188-75.4% |
| Participation rate | 98.0% | 63.8%+34.3pp | 84.6%+13.4pp | 69.4%+28.6pp |
| Annual return | -0.48% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $2,647 | $1,353+95.6% | $5,564-52.4% | $2,098+26.2% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $43 | $60-29.3% | $11,612-99.6% | $92-53.9% |