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 | $1,125,762 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,077 | $69,238-7.5% | $185,823-65.5% | $101,517-36.9% |
| Participation rate | 95.2% | 73.5%+21.7pp | 81.7%+13.5pp | 74.6%+20.6pp |
| Annual return | 16.57% | 21.26%-4.7pp | 122.05%-105.5pp | 21.00%-4.4pp |
| Employer contribution / active EE | $1,159 | $2,104-44.9% | $5,167-77.6% | $2,973-61.0% |
| Participant deferral / active EE | $5,040 | $3,764+33.9% | $5,568-9.5% | $4,873+3.4% |
| Admin fee / account holder | $137 | $66+107.0% | $16,237-99.2% | $139-1.5% |