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 | $66,081 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,419 | $68,062-67.1% | $185,854-87.9% | $106,520-79.0% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.7%+5.0pp | 71.3%+15.4pp |
| Annual return | 14.01% | 18.20%-4.2pp | 122.12%-108.1pp | 19.28%-5.3pp |
| Employer contribution / active EE | $1,053 | $1,997-47.3% | $5,169-79.6% | $2,840-62.9% |
| Participant deferral / active EE | $0 | $3,990-100.0% | $5,569-100.0% | $4,948-100.0% |
| Admin fee / account holder | $6 | $53-88.9% | $16,246-100.0% | $75-92.1% |