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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $2,930 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,732 | $52,303-71.8% | $178,510-91.7% | $73,415-79.9% |
| Participation rate | 95.8% | 65.3%+30.4pp | 81.9%+13.8pp | 72.2%+23.6pp |
| Annual return | 12.04% | 34.76%-22.7pp | 151.13%-139.1pp | 59.30%-47.3pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $2,334-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $61 | $127-52.4% | $13,988-99.6% | $158-61.6% |