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 | $67,204 |
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 | $21,243 | $46,332-54.2% | $143,797-85.2% | $64,824-67.2% |
| Participation rate | 49.8% | 64.2%-14.5pp | 80.3%-30.6pp | 71.5%-21.7pp |
| Annual return | -12.05% | -10.05%-2.0pp | -0.04%-12.0pp | 32.84%-44.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,756 | $2,647-33.7% | $5,638-68.8% | $4,311-59.3% |
| Admin fee / account holder | $110 | $154-28.3% | $14,679-99.2% | $188-41.3% |