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 | $109,716 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,433 | $48,835-70.4% | $170,435-91.5% | $177,276-91.9% |
| Participation rate | 84.1% | 72.1%+12.0pp | 83.6%+0.5pp | 74.8%+9.3pp |
| Annual return | 14.59% | 19.44%-4.9pp | 205.94%-191.4pp | 21.25%-6.7pp |
| Employer contribution / active EE | $1,722 | $1,798-4.2% | $5,432-68.3% | $2,479-30.5% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $10 | $52-80.0% | $13,881-99.9% | $154-93.2% |