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 | $84,045+63.0% | $77,361+77.1% | $69,255+97.8% |
| Participation rate | 56.0% | 71.8%-15.8pp | 75.0%-19.0pp | 69.0%-13.1pp |
| Annual return | 12.01% | 12.46%-0.4pp | 1011.54%-999.5pp | 26.73%-14.7pp |
| Employer contribution / active EE | $3,431 | $2,954+16.2% | $2,990+14.8% | $2,645+29.7% |
| Participant deferral / active EE | $3,159 | $3,349-5.7% | $3,911-19.2% | $2,890+9.3% |
| Admin fee / account holder | $87 | $239-63.5% | $5,894-98.5% | $733-88.1% |