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 | $92,071+48.8% | $63,803+114.7% | $71,012+92.9% |
| Participation rate | 56.0% | 73.7%-17.7pp | 72.7%-16.7pp | 58.6%-2.6pp |
| Annual return | 12.01% | 13.14%-1.1pp | 543.72%-531.7pp | 37.67%-25.7pp |
| Employer contribution / active EE | $3,431 | $3,085+11.2% | $2,532+35.5% | $2,348+46.2% |
| Participant deferral / active EE | $3,159 | $3,765-16.1% | $3,843-17.8% | $3,246-2.7% |
| Admin fee / account holder | $87 | $227-61.5% | $5,196-98.3% | $1,167-92.5% |