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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,988 | $96,018+42.7% | $65,493+109.2% | $85,563+60.1% |
| Participation rate | 56.0% | 74.8%-18.9pp | 73.1%-17.1pp | 66.0%-10.0pp |
| Annual return | 12.01% | 14.51%-2.5pp | 982.45%-970.4pp | 31.51%-19.5pp |
| Employer contribution / active EE | $3,431 | $3,235+6.1% | $2,574+33.3% | $2,654+29.3% |
| Participant deferral / active EE | $3,159 | $4,055-22.1% | $3,961-20.2% | $4,375-27.8% |
| Admin fee / account holder | $87 | $271-67.7% | $5,028-98.3% | $834-89.5% |