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 | $72,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,871 | $56,540-59.5% | $185,849-87.7% | $86,821-73.7% |
| Participation rate | 52.6% | 65.5%-12.9pp | 81.7%-29.1pp | 72.3%-19.7pp |
| Annual return | 12.61% | 118.20%-105.6pp | 122.10%-109.5pp | 97.94%-85.3pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,802 | $2,555-29.5% | $5,569-67.6% | $4,132-56.4% |
| Admin fee / account holder | $117 | $150-22.0% | $16,244-99.3% | $170-31.2% |