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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 74-1625348 | Securities Custodian | $15,676 |
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 | $21,819 | $46,332-52.9% | $143,797-84.8% | $64,824-66.3% |
| Participation rate | 64.7% | 64.2%+0.4pp | 80.3%-15.6pp | 71.5%-6.8pp |
| Annual return | -9.39% | -10.05%+0.7pp | -0.04%-9.3pp | 32.84%-42.2pp |
| Employer contribution / active EE | $729 | $1,911-61.9% | $4,952-85.3% | $2,507-70.9% |
| Participant deferral / active EE | $3,010 | $2,647+13.7% | $5,638-46.6% | $4,311-30.2% |
| Admin fee / account holder | $49 | $154-68.4% | $14,679-99.7% | $188-74.1% |