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 | $63,683 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,267 | $46,325-64.9% | $143,788-88.7% | $64,814-74.9% |
| Participation rate | 70.8% | 64.2%+6.5pp | 80.3%-9.5pp | 71.5%-0.7pp |
| Annual return | -10.02% | -10.05%0pp | -0.03%-10.0pp | 32.84%-42.9pp |
| Employer contribution / active EE | $1,391 | $1,911-27.2% | $4,952-71.9% | $2,507-44.5% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $62 | $154-59.9% | $14,675-99.6% | $188-67.1% |