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 | $179,519 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $52,346-66.7% | $143,757-87.9% | $78,044-77.7% |
| Participation rate | 87.6% | 72.7%+14.9pp | 80.3%+7.3pp | 74.4%+13.2pp |
| Annual return | -13.67% | -14.19%+0.5pp | -0.04%-13.6pp | 10.87%-24.5pp |
| Employer contribution / active EE | $3,356 | $2,131+57.5% | $4,951-32.2% | $3,125+7.4% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $32 | $63-49.0% | $14,673-99.8% | $79-59.0% |