Filed December 2, 2020 (most recent of 9 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $136,598 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,354 | $56,095-67.3% | $178,510-89.7% | $90,274-79.7% |
| Participation rate | 79.8% | 65.6%+14.2pp | 81.9%-2.2pp | 73.4%+6.4pp |
| Annual return | 12.65% | 28.81%-16.2pp | 151.13%-138.5pp | 53.97%-41.3pp |
| Employer contribution / active EE | $2,173 | $1,572+38.2% | $5,011-56.6% | $2,523-13.9% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $32 | $101-68.3% | $13,988-99.8% | $114-72.0% |