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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $5,779 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,120 | $55,453-31.3% | $170,436-77.6% | $62,293-38.8% |
| Participation rate | 88.0% | 66.4%+21.7pp | 83.6%+4.4pp | 69.5%+18.5pp |
| Annual return | 12.80% | 21.38%-8.6pp | 205.94%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $3,126 | $2,164+44.5% | $5,433-42.5% | $2,042+53.1% |
| Participant deferral / active EE | $597 | $2,303-74.1% | $4,939-87.9% | $3,169-81.2% |
| Admin fee / account holder | $36 | $455-92.2% | $13,880-99.7% | $479-92.6% |