Filed December 2, 2020 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $714,869 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,934 | $43,110-21.3% | $156,549-78.3% | $65,292-48.0% |
| Participation rate | 89.7% | 69.3%+20.4pp | 84.0%+5.7pp | 72.4%+17.2pp |
| Annual return | 11.40% | 11.24%+0.2pp | 32.23%-20.8pp | 11.84%-0.4pp |
| Employer contribution / active EE | $906 | $1,702-46.7% | $5,501-83.5% | $2,302-60.6% |
| Participant deferral / active EE | $3,673 | $2,520+45.7% | $4,871-24.6% | $3,579+2.6% |
| Admin fee / account holder | $0 | $47-100.0% | $13,027-100.0% | $57-100.0% |