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 | $204,821 |
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 | $19,239 | $47,456-59.5% | $172,757-88.9% | $77,775-75.3% |
| Participation rate | 99.1% | 66.3%+32.8pp | 82.6%+16.4pp | 73.2%+25.9pp |
| Annual return | 19.47% | 35.57%-16.1pp | 803.06%-783.6pp | 32.58%-13.1pp |
| Employer contribution / active EE | $2,770 | $1,574+76.0% | $5,144-46.1% | $2,504+10.6% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $37 | $81-54.3% | $13,956-99.7% | $100-63.1% |