Filed June 16, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $70,583 |
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 | $17,375 | $58,202-70.1% | $172,757-89.9% | $89,609-80.6% |
| Participation rate | 85.4% | 72.8%+12.6pp | 82.6%+2.8pp | 69.6%+15.8pp |
| Annual return | 18.31% | 61.59%-43.3pp | 803.06%-784.7pp | 33.65%-15.3pp |
| Employer contribution / active EE | $1,739 | $1,759-1.1% | $5,144-66.2% | $2,584-32.7% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $6 | $53-87.9% | $13,956-100.0% | $72-91.1% |