Filed July 15, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.6+ years Filed as: VERISIGHT Service code 19 135 SOUTH LASALLE STREET · CHICAGO, IL 606034185 | Securities Custodian | $52,964 |
RSM US LLP5 years Filed as: MCGLADREY INVESTMENT ADVISORY SERVI Service code 27 ONE S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $49,997 |
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 | $94,193 | $79,519+18.5% | $95,964-1.8% | $73,412+28.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.59% | 19.20%-5.6pp | 91.64%-78.1pp | 59.30%-45.7pp |
| Employer contribution / active EE | $6,260 | $2,048+205.7% | $2,541+146.3% | $2,234+180.3% |
| Participant deferral / active EE | $4,530 | $4,138+9.5% | $4,167+8.7% | $3,806+19.0% |
| Admin fee / account holder | $112 | $184-39.2% | $6,797-98.4% | $158-29.0% |