Filed January 4, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $71,749 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $181,685 | $83,884+116.6% | $64,099+183.4% | $74,440+144.1% |
| Participation rate | 56.2% | 76.6%-20.4pp | 72.3%-16.1pp | 70.7%-14.5pp |
| Annual return | 10.70% | 16.57%-5.9pp | 33.70%-23.0pp | 34.37%-23.7pp |
| Employer contribution / active EE | $3,027 | $3,084-1.8% | $2,748+10.1% | $2,638+14.7% |
| Participant deferral / active EE | $2,602 | $3,692-29.5% | $3,881-33.0% | $4,529-42.6% |
| Admin fee / account holder | $171 | $196-12.6% | $3,070-94.4% | $348-50.8% |