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 | $128,154 |
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 | $14,744 | $46,969-68.6% | $154,110-90.4% | $73,367-79.9% |
| Participation rate | 86.4% | 72.4%+14.0pp | 83.0%+3.4pp | 69.5%+16.9pp |
| Annual return | -4.43% | 821.68%-826.1pp | 735.22%-739.7pp | 173.45%-177.9pp |
| Employer contribution / active EE | $1,717 | $1,723-0.3% | $5,298-67.6% | $2,499-31.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $12 | $47-73.9% | $13,412-99.9% | $68-82.2% |