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 | $732,359 |
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 | $47,730 | $48,835-2.3% | $170,435-72.0% | $177,276-73.1% |
| Participation rate | 90.6% | 72.1%+18.5pp | 83.6%+7.0pp | 74.8%+15.7pp |
| Annual return | 18.00% | 19.44%-1.4pp | 205.94%-187.9pp | 21.25%-3.3pp |
| Employer contribution / active EE | $956 | $1,798-46.8% | $5,432-82.4% | $2,479-61.4% |
| Participant deferral / active EE | $3,979 | $2,757+44.3% | $4,939-19.4% | $3,881+2.5% |
| Admin fee / account holder | $0 | $52-100.0% | $13,881-100.0% | $154-100.0% |