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 | $57,811 |
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 | $20,911 | $52,293-60.0% | $178,503-88.3% | $73,412-71.5% |
| Participation rate | 42.7% | 65.3%-22.7pp | 81.9%-39.3pp | 72.2%-29.5pp |
| Annual return | 11.75% | 34.75%-23.0pp | 151.12%-139.4pp | 59.30%-47.5pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,636 | $2,333-29.9% | $5,202-68.5% | $3,806-57.0% |
| Admin fee / account holder | $93 | $127-26.7% | $13,987-99.3% | $158-40.8% |