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 | $96,268 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,263 | $50,151-49.6% | $149,696-83.1% | $80,157-68.5% |
| Participation rate | 76.0% | 64.3%+11.8pp | 78.8%-2.7pp | 72.9%+3.1pp |
| Annual return | 18.02% | 29.80%-11.8pp | 134.46%-116.4pp | 40.39%-22.4pp |
| Employer contribution / active EE | $2,248 | $1,867+20.4% | $4,821-53.4% | $2,977-24.5% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,682-100.0% | $5,015-100.0% |
| Admin fee / account holder | $23 | $153-84.8% | $13,212-99.8% | $145-84.0% |