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 | $76,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $176,195 | $79,151+122.6% | $60,906+189.3% | $64,819+171.8% |
| Participation rate | 69.3% | 77.7%-8.4pp | 73.1%-3.8pp | 71.5%-2.2pp |
| Annual return | -9.77% | -7.12%-2.6pp | 16.94%-26.7pp | 32.84%-42.6pp |
| Employer contribution / active EE | $3,330 | $3,052+9.1% | $2,703+23.2% | $2,507+32.8% |
| Participant deferral / active EE | $3,830 | $3,727+2.8% | $3,814+0.4% | $4,311-11.2% |
| Admin fee / account holder | $197 | $106+86.0% | $3,227-93.9% | $188+4.7% |