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 | $131,226 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,083 | $50,169-38.0% | $149,740-79.2% | $80,187-61.2% |
| Participation rate | 90.9% | 64.3%+26.6pp | 78.8%+12.1pp | 72.9%+18.0pp |
| Annual return | 14.84% | 29.82%-15.0pp | 134.51%-119.7pp | 40.40%-25.6pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $39 | $153-74.5% | $13,222-99.7% | $145-73.2% |