Filed December 2, 2020 (most recent of 9 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $949,335 |
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 | $61,136 | $63,259-3.4% | $178,510-65.8% | $93,223-34.4% |
| Participation rate | 93.4% | 72.1%+21.3pp | 81.9%+11.5pp | 74.9%+18.5pp |
| Annual return | 17.06% | 19.93%-2.9pp | 151.13%-134.1pp | 19.29%-2.2pp |
| Employer contribution / active EE | $800 | $1,865-57.1% | $5,011-84.0% | $2,680-70.1% |
| Participant deferral / active EE | $4,761 | $3,372+41.2% | $5,202-8.5% | $4,563+4.3% |
| Admin fee / account holder | $127 | $58+119.4% | $13,988-99.1% | $79+60.7% |