Filed November 26, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $60,447 |
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 | $17,633 | $52,293-66.3% | $178,499-90.1% | $73,412-76.0% |
| Participation rate | 61.1% | 65.3%-4.3pp | 81.9%-20.9pp | 72.2%-11.1pp |
| Annual return | 9.38% | 34.75%-25.4pp | 151.10%-141.7pp | 59.30%-49.9pp |
| Employer contribution / active EE | $1,180 | $1,735-32.0% | $5,011-76.4% | $2,234-47.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $57 | $127-55.5% | $13,986-99.6% | $158-64.1% |