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 | $58,927 |
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 | $195,144 | $91,680+112.9% | $67,524+189.0% | $77,692+151.2% |
| Participation rate | 53.6% | 76.0%-22.4pp | 72.9%-19.3pp | 70.6%-17.0pp |
| Annual return | 13.68% | 14.87%-1.2pp | 3519.41%-3505.7pp | 31.25%-17.6pp |
| Employer contribution / active EE | $2,965 | $3,186-6.9% | $2,734+8.4% | $2,726+8.7% |
| Participant deferral / active EE | $2,682 | $3,909-31.4% | $4,001-33.0% | $4,648-42.3% |
| Admin fee / account holder | $137 | $176-22.1% | $4,001-96.6% | $431-68.1% |