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 | $65,244 |
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 | $16,379 | $56,095-70.8% | $178,510-90.8% | $90,274-81.9% |
| Participation rate | 85.7% | 65.6%+20.1pp | 81.9%+3.7pp | 73.4%+12.3pp |
| Annual return | 14.62% | 28.81%-14.2pp | 151.13%-136.5pp | 53.97%-39.4pp |
| Employer contribution / active EE | $2,109 | $1,572+34.1% | $5,011-57.9% | $2,523-16.4% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $13 | $101-87.4% | $13,988-99.9% | $114-88.9% |