Filed July 31, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $7,803 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,321 | $74,089-32.1% | $133,980-62.4% | $55,167-8.8% |
| Participation rate | 77.4% | 84.3%-6.9pp | 87.1%-9.6pp | 69.0%+8.4pp |
| Annual return | 6.62% | 12.11%-5.5pp | 29.30%-22.7pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,558 | $3,064-49.1% | $5,211-70.1% | $1,963-20.6% |
| Participant deferral / active EE | $2,944 | $4,678-37.1% | $6,282-53.1% | $3,054-3.6% |
| Admin fee / account holder | $130 | $458-71.6% | $9,324-98.6% | $504-74.2% |