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 | $207,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $42,955 | $37,039+16.0% | $147,618-70.9% | $59,188-27.4% |
| Participation rate | 44.9% | 63.8%-18.9pp | 84.6%-39.7pp | 69.4%-24.5pp |
| Annual return | 3.08% | 7.19%-4.1pp | 61.98%-58.9pp | 5.51%-2.4pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,698 | $2,094-18.9% | $4,895-65.3% | $3,265-48.0% |
| Admin fee / account holder | $82 | $60+36.7% | $11,612-99.3% | $92-10.8% |