Filed April 18, 2023 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $54,965 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,104 | $37,213-75.5% | $156,551-94.2% | $63,975-85.8% |
| Participation rate | 91.2% | 65.0%+26.2pp | 84.0%+7.2pp | 71.1%+20.1pp |
| Annual return | 7.98% | 47.89%-39.9pp | 32.23%-24.2pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,681 | $1,357+23.9% | $5,501-69.5% | $2,182-23.0% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $56-80.1% | $13,028-99.9% | $70-84.1% |