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 | $1,069,678 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,122 | $52,346-2.3% | $143,801-64.4% | $78,104-34.5% |
| Participation rate | 92.7% | 72.7%+20.0pp | 80.3%+12.4pp | 74.5%+18.2pp |
| Annual return | -12.14% | -14.19%+2.1pp | -0.04%-12.1pp | 10.90%-23.0pp |
| Employer contribution / active EE | $1,160 | $2,131-45.5% | $4,952-76.6% | $3,128-62.9% |
| Participant deferral / active EE | $5,255 | $3,800+38.3% | $5,639-6.8% | $5,089+3.3% |
| Admin fee / account holder | $119 | $63+87.7% | $14,680-99.2% | $79+50.8% |