Filed January 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $36,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,344 | $58,895-40.0% | $178,503-80.2% | $73,497-51.9% |
| Participation rate | 60.5% | 66.2%-5.7pp | 81.9%-21.4pp | 70.7%-10.2pp |
| Annual return | 13.80% | 24.86%-11.1pp | 151.12%-137.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $1,954 | $2,236-12.6% | $5,011-61.0% | $2,270-13.9% |
| Participant deferral / active EE | $3,343 | $2,567+30.2% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $93 | $400-76.8% | $13,987-99.3% | $513-81.9% |