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 | $21,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $17,272 | $37,039-53.4% | $147,617-88.3% | $59,188-70.8% |
| Participation rate | 39.8% | 63.8%-24.0pp | 84.6%-44.8pp | 69.4%-29.6pp |
| Annual return | 1.07% | 7.19%-6.1pp | 61.98%-60.9pp | 5.51%-4.4pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,171 | $2,094-44.1% | $4,895-76.1% | $3,265-64.1% |
| Admin fee / account holder | $41 | $60-32.0% | $11,612-99.6% | $92-55.6% |