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 | $830,659 |
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 | $44,931 | $44,007+2.1% | $154,110-70.8% | $68,904-34.8% |
| Participation rate | 90.8% | 70.0%+20.7pp | 83.0%+7.7pp | 74.1%+16.7pp |
| Annual return | -5.48% | 8.15%-13.6pp | 735.22%-740.7pp | 1.07%-6.6pp |
| Employer contribution / active EE | $984 | $1,732-43.2% | $5,298-81.4% | $2,540-61.3% |
| Participant deferral / active EE | $4,163 | $2,813+48.0% | $5,081-18.1% | $4,015+3.7% |
| Admin fee / account holder | $0 | $65-100.0% | $13,412-100.0% | $71-100.0% |