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 | $59,684 |
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 | $16,288 | $45,382-64.1% | $154,108-89.4% | $75,289-78.4% |
| Participation rate | 42.2% | 65.9%-23.7pp | 83.0%-40.8pp | 72.4%-30.2pp |
| Annual return | -4.45% | -0.47%-4.0pp | 735.21%-739.7pp | -0.04%-4.4pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,331 | $2,384-44.2% | $5,081-73.8% | $3,739-64.4% |
| Admin fee / account holder | $100 | $89+12.5% | $13,411-99.3% | $102-1.8% |