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 | $55,612 |
Annual investment return 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.
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 | $11,657 | $45,382-74.3% | $154,110-92.4% | $75,289-84.5% |
| Participation rate | 84.9% | 65.9%+19.0pp | 83.0%+1.9pp | 72.4%+12.5pp |
| Annual return | -6.28% | -0.47%-5.8pp | 735.22%-741.5pp | -0.04%-6.2pp |
| Employer contribution / active EE | $2,021 | $1,533+31.9% | $5,298-61.8% | $2,405-16.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $12 | $89-87.1% | $13,412-99.9% | $102-88.7% |