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 | $160,151 |
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 | $17,435 | $44,989-61.2% | $170,435-89.8% | $77,958-77.6% |
| Participation rate | 98.0% | 64.6%+33.4pp | 83.6%+14.4pp | 71.6%+26.4pp |
| Annual return | 14.13% | 19.61%-5.5pp | 205.94%-191.8pp | 20.87%-6.7pp |
| Employer contribution / active EE | $2,478 | $1,466+69.0% | $5,432-54.4% | $2,310+7.3% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $33 | $69-51.6% | $13,881-99.8% | $97-65.8% |