Filed May 11, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $199,567 |
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 | $23,239 | $56,095-58.6% | $178,510-87.0% | $90,274-74.3% |
| Participation rate | 80.8% | 65.6%+15.2pp | 81.9%-1.2pp | 73.4%+7.4pp |
| Annual return | 13.34% | 28.81%-15.5pp | 151.13%-137.8pp | 53.97%-40.6pp |
| Employer contribution / active EE | $355 | $1,572-77.4% | $5,011-92.9% | $2,523-85.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $39 | $101-61.3% | $13,988-99.7% | $114-65.9% |