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 | $106,330 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,803 | $45,382-71.8% | $154,110-91.7% | $75,289-83.0% |
| Participation rate | 83.7% | 65.9%+17.9pp | 83.0%+0.7pp | 72.4%+11.3pp |
| Annual return | -6.87% | -0.47%-6.4pp | 735.22%-742.1pp | -0.04%-6.8pp |
| Employer contribution / active EE | $2,096 | $1,533+36.7% | $5,298-60.4% | $2,405-12.9% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $29 | $89-67.2% | $13,412-99.8% | $102-71.4% |