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 | $91,710+104.0% | $67,560+176.9% | $77,762+140.6% |
| Participation rate | 70.0% | 76.0%-6.0pp | 72.9%-2.9pp | 70.6%-0.6pp |
| Annual return | 13.99% | 14.88%-0.9pp | 3533.50%-3519.5pp | 31.27%-17.3pp |
| Employer contribution / active EE | $4,248 | $3,187+33.3% | $2,737+55.2% | $2,728+55.7% |
| Participant deferral / active EE | $5,775 | $3,911+47.7% | $4,004+44.2% | $4,651+24.2% |
| Admin fee / account holder | $138 | $245-43.5% | $3,994-96.5% | $433-68.0% |