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 | $138,448 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,453 | $50,151+46.5% | $149,696-50.9% | $80,157-8.4% |
| Participation rate | 56.3% | 64.3%-8.0pp | 78.8%-22.5pp | 72.9%-16.6pp |
| Annual return | 19.91% | 29.80%-9.9pp | 134.46%-114.5pp | 40.39%-20.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $4,821-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $3,280 | $3,194+2.7% | $5,682-42.3% | $5,015-34.6% |
| Admin fee / account holder | $45 | $153-70.5% | $13,212-99.7% | $145-69.0% |