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 | $62,145 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,137 | $37,213-70.1% | $156,551-92.9% | $63,975-82.6% |
| Participation rate | 72.2% | 65.0%+7.2pp | 84.0%-11.8pp | 71.1%+1.1pp |
| Annual return | 10.03% | 47.89%-37.9pp | 32.23%-22.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $1,968 | $1,357+45.0% | $5,501-64.2% | $2,182-9.8% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $21 | $56-62.2% | $13,028-99.8% | $70-69.8% |