Filed January 4, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $57,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $136,988 | $93,351+46.7% | $62,929+117.7% | $79,634+72.0% |
| Participation rate | 56.0% | 74.6%-18.7pp | 73.1%-17.1pp | 62.5%-6.5pp |
| Annual return | 12.01% | 14.37%-2.4pp | 1063.93%-1051.9pp | 36.46%-24.4pp |
| Employer contribution / active EE | $3,431 | $3,135+9.5% | $2,505+37.0% | $2,529+35.7% |
| Participant deferral / active EE | $3,159 | $3,921-19.4% | $3,888-18.7% | $3,835-17.6% |
| Admin fee / account holder | $87 | $229-61.9% | $5,065-98.3% | $1,002-91.3% |