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 | $189,503 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,706 | $67,512-61.9% | $185,823-86.2% | $93,030-72.4% |
| Participation rate | 90.8% | 67.1%+23.6pp | 81.7%+9.1pp | 73.9%+16.9pp |
| Annual return | 13.90% | 21.04%-7.1pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $38 | $318-88.1% | $16,237-99.8% | $152-75.0% |