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 | $171,802 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,098 | $67,512-62.8% | $185,854-86.5% | $93,010-73.0% |
| Participation rate | 76.4% | 67.1%+9.2pp | 81.7%-5.3pp | 73.9%+2.5pp |
| Annual return | 11.94% | 21.04%-9.1pp | 122.12%-110.2pp | 158.70%-146.8pp |
| Employer contribution / active EE | $3,883 | $1,783+117.8% | $5,169-24.9% | $2,705+43.6% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $44 | $318-86.2% | $16,246-99.7% | $152-71.0% |