Filed October 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $67,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,952 | $50,902-62.8% | $155,534-87.8% | $77,736-75.6% |
| Participation rate | 50.3% | 63.1%-12.8pp | 78.2%-27.9pp | 70.6%-20.3pp |
| Annual return | 10.48% | 34.85%-24.4pp | 64.92%-54.4pp | 31.26%-20.8pp |
| Employer contribution / active EE | $404 | $1,991-79.7% | $4,675-91.4% | $2,728-85.2% |
| Participant deferral / active EE | $1,262 | $2,824-55.3% | $5,630-77.6% | $4,651-72.9% |
| Admin fee / account holder | $78 | $437-82.2% | $15,900-99.5% | $433-82.1% |