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 | $86,795+57.8% | $67,681+102.4% | $64,728+111.6% |
| Participation rate | 56.0% | 71.7%-15.7pp | 73.7%-17.8pp | 57.9%-1.9pp |
| Annual return | 12.01% | 12.58%-0.6pp | 590.58%-578.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $3,431 | $2,837+20.9% | $2,678+28.1% | $2,243+53.0% |
| Participant deferral / active EE | $3,159 | $3,430-7.9% | $3,976-20.5% | $2,729+15.8% |
| Admin fee / account holder | $87 | $238-63.4% | $6,100-98.6% | $1,145-92.4% |