Filed November 17, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $44,992 |
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 | $187,082 | $91,621+104.2% | $67,511+177.1% | $77,671+140.9% |
| Participation rate | 70.0% | 76.0%-5.9pp | 72.9%-2.9pp | 70.6%-0.5pp |
| Annual return | 13.99% | 14.87%-0.9pp | 3517.41%-3503.4pp | 31.21%-17.2pp |
| Employer contribution / active EE | $4,248 | $3,184+33.4% | $2,733+55.5% | $2,726+55.8% |
| Participant deferral / active EE | $5,775 | $3,906+47.8% | $4,000+44.4% | $4,648+24.3% |
| Admin fee / account holder | $138 | $176-21.5% | $3,999-96.5% | $430-67.8% |