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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $47,557 |
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 | $33,754 | $47,456-28.9% | $172,753-80.5% | $77,775-56.6% |
| Participation rate | 83.8% | 66.3%+17.5pp | 82.6%+1.2pp | 73.2%+10.6pp |
| Annual return | 26.67% | 35.57%-8.9pp | 803.00%-776.3pp | 32.58%-5.9pp |
| Employer contribution / active EE | $816 | $1,574-48.2% | $5,144-84.1% | $2,504-67.4% |
| Participant deferral / active EE | $2,190 | $2,560-14.5% | $5,198-57.9% | $3,966-44.8% |
| Admin fee / account holder | $21 | $81-73.6% | $13,956-99.8% | $100-78.7% |