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 | $124,440 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,281 | $47,456-67.8% | $172,739-91.2% | $77,787-80.4% |
| Participation rate | 82.3% | 66.3%+16.0pp | 82.6%-0.4pp | 73.2%+9.1pp |
| Annual return | 19.87% | 35.57%-15.7pp | 802.84%-783.0pp | 32.57%-12.7pp |
| Employer contribution / active EE | $2,207 | $1,574+40.2% | $5,143-57.1% | $2,504-11.9% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $31 | $81-62.3% | $13,954-99.8% | $100-69.5% |