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 | $37,993 |
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 | $176,373 | $65,582+168.9% | $64,101+175.1% | $71,511+146.6% |
| Participation rate | 84.0% | 73.2%+10.8pp | 72.3%+11.7pp | 67.9%+16.1pp |
| Annual return | 17.01% | 18.96%-1.9pp | 33.72%-16.7pp | 28.86%-11.8pp |
| Employer contribution / active EE | $4,979 | $2,671+86.4% | $2,749+81.1% | $2,589+92.3% |
| Participant deferral / active EE | $6,293 | $3,628+73.4% | $3,881+62.1% | $4,291+46.7% |
| Admin fee / account holder | $117 | $616-81.1% | $3,070-96.2% | $1,588-92.7% |