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 | $39,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,876 | $60,989+163.8% | $60,919+164.1% | $66,949+140.3% |
| Participation rate | 85.8% | 74.5%+11.4pp | 73.1%+12.7pp | 69.8%+16.0pp |
| Annual return | -14.74% | -9.60%-5.1pp | 16.96%-31.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $4,637 | $2,661+74.3% | $2,704+71.5% | $2,545+82.2% |
| Participant deferral / active EE | $6,298 | $3,615+74.2% | $3,814+65.1% | $4,239+48.6% |
| Admin fee / account holder | $126 | $338-62.9% | $3,228-96.1% | $594-78.8% |