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 | $215,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,103 | $56,095+10.7% | $178,510-65.2% | $90,274-31.2% |
| Participation rate | 59.1% | 65.6%-6.5pp | 81.9%-22.8pp | 73.4%-14.3pp |
| Annual return | 13.77% | 28.81%-15.0pp | 151.13%-137.4pp | 53.97%-40.2pp |
| Employer contribution / active EE | $2,617 | $1,572+66.5% | $5,011-47.8% | $2,523+3.7% |
| Participant deferral / active EE | $886 | $2,669-66.8% | $5,202-83.0% | $4,231-79.1% |
| Admin fee / account holder | $70 | $101-30.5% | $13,988-99.5% | $114-38.7% |