Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CONCOURSE FINANCIAL GROUP SECRURITE Service code 49 | Other Services | $44,793 |
Service code 49 · EIN 39-1816008 | Other Services | $22,421 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,873 |
Service code 49 · EIN 63-0879387 | Other Services | $0 |
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 | $119,279 | $56,540+111.0% | $185,851-35.8% | $86,821+37.4% |
| Participation rate | 70.9% | 65.5%+5.4pp | 81.7%-10.8pp | 72.3%-1.4pp |
| Annual return | 16.02% | 118.20%-102.2pp | 122.11%-106.1pp | 97.94%-81.9pp |
| Employer contribution / active EE | $2,538 | $1,844+37.6% | $5,168-50.9% | $2,406+5.5% |
| Participant deferral / active EE | $3,921 | $2,555+53.4% | $5,569-29.6% | $4,132-5.1% |
| Admin fee / account holder | $8 | $150-94.6% | $16,245-99.9% | $170-95.2% |