Filed June 16, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $143,184 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $12,649 | $43,110-70.7% | $156,551-91.9% | $65,292-80.6% |
| Participation rate | 84.2% | 69.3%+14.9pp | 84.0%+0.2pp | 72.4%+11.8pp |
| Annual return | 7.42% | 11.24%-3.8pp | 32.23%-24.8pp | 11.84%-4.4pp |
| Employer contribution / active EE | $1,788 | $1,702+5.1% | $5,501-67.5% | $2,302-22.3% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $7 | $47-85.4% | $13,028-99.9% | $57-88.0% |