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 | $64,862 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,538 | $44,989-76.6% | $170,435-93.8% | $77,958-86.5% |
| Participation rate | 92.0% | 64.6%+27.4pp | 83.6%+8.4pp | 71.6%+20.3pp |
| Annual return | 16.17% | 19.61%-3.4pp | 205.94%-189.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $1,739 | $1,466+18.6% | $5,432-68.0% | $2,310-24.7% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $12 | $69-82.3% | $13,881-99.9% | $97-87.5% |