Filed November 26, 2024 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $55,956 |
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 | $18,261 | $44,989-59.4% | $170,435-89.3% | $77,958-76.6% |
| Participation rate | 42.2% | 64.6%-22.4pp | 83.6%-41.3pp | 71.6%-29.4pp |
| Annual return | 15.33% | 19.61%-4.3pp | 205.94%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,259 | $2,208-42.9% | $4,939-74.5% | $3,537-64.4% |
| Admin fee / account holder | $97 | $69+40.4% | $13,881-99.3% | $97-0.6% |