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 | $46,643 |
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 | $133,587 | $95,542+39.8% | $69,464+92.3% | $67,579+97.7% |
| Participation rate | 73.9% | 79.4%-5.4pp | 74.6%-0.7pp | 71.3%+2.6pp |
| Annual return | 22.00% | 17.67%+4.3pp | 28.98%-7.0pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,388 | $2,989-20.1% | $2,779-14.1% | $2,148+11.2% |
| Participant deferral / active EE | $3,340 | $3,263+2.4% | $3,536-5.5% | $3,539-5.6% |
| Admin fee / account holder | $121 | $90+35.2% | $3,840-96.8% | $142-14.6% |