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 | $79,616 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,189 | $67,512-68.6% | $185,854-88.6% | $93,010-77.2% |
| Participation rate | 79.0% | 67.1%+11.9pp | 81.7%-2.7pp | 73.9%+5.1pp |
| Annual return | 12.68% | 21.04%-8.4pp | 122.12%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $1,950 | $1,783+9.4% | $5,169-62.3% | $2,705-27.9% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $17 | $318-94.5% | $16,246-99.9% | $152-88.6% |