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 | $148,324 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,532 | $45,000-49.9% | $143,801-84.3% | $77,906-71.1% |
| Participation rate | 94.3% | 66.8%+27.5pp | 80.3%+14.0pp | 73.7%+20.6pp |
| Annual return | -15.38% | 29.03%-44.4pp | -0.04%-15.3pp | 12.16%-27.5pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,639-100.0% | $4,805-100.0% |
| Admin fee / account holder | $33 | $98-66.2% | $14,680-99.8% | $133-74.9% |