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 | $895,869 |
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 | $51,007 | $53,565-4.8% | $172,739-70.5% | $82,204-38.0% |
| Participation rate | 91.3% | 69.6%+21.6pp | 82.6%+8.6pp | 73.4%+17.9pp |
| Annual return | 22.69% | 31.42%-8.7pp | 802.84%-780.1pp | 26.31%-3.6pp |
| Employer contribution / active EE | $1,015 | $1,857-45.4% | $5,143-80.3% | $2,707-62.5% |
| Participant deferral / active EE | $4,345 | $3,006+44.6% | $5,198-16.4% | $4,246+2.3% |
| Admin fee / account holder | $117 | $61+90.9% | $13,954-99.2% | $76+55.0% |