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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $9,310 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,228 | $117,895-79.4% | $102,460-76.4% | $145,897-83.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 11.00% | 31.92%-20.9pp | 29.47%-18.5pp | 552.29%-541.3pp |
| Employer contribution / active EE | $7,031 | $3,619+94.3% | $3,025+132.4% | $4,663+50.8% |
| Participant deferral / active EE | $20,047 | $5,736+249.5% | $5,056+296.5% | $6,689+199.7% |
| Admin fee / account holder | $88 | $13,353-99.3% | $9,460-99.1% | $13,390-99.3% |