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 | $20,111 |
Employer contribution per participant 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 | $30,919 | $92,091-66.4% | $63,018-50.9% | $77,958-60.3% |
| Participation rate | 76.1% | 74.5%+1.7pp | 74.8%+1.3pp | 71.6%+4.5pp |
| Annual return | 15.63% | 16.23%-0.6pp | 87.62%-72.0pp | 20.87%-5.2pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,761-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,387 | $3,361-29.0% | $3,330-28.3% | $3,537-32.5% |
| Admin fee / account holder | $18 | $48-62.5% | $3,601-99.5% | $97-81.5% |