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| Provider | Service type | Compensation |
|---|---|---|
EMJAY CORPORATION2+ years Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $30 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,326 | $74,089-69.9% | $133,975-83.3% | $55,167-59.5% |
| Participation rate | 99.2% | 84.3%+15.0pp | 87.1%+12.2pp | 69.0%+30.3pp |
| Annual return | 24.67% | 12.11%+12.6pp | 29.29%-4.6pp | 169.23%-144.6pp |
| Employer contribution / active EE | $1,083 | $3,064-64.7% | $5,211-79.2% | $1,963-44.8% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |