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 | $91,692+104.0% | $67,561+176.9% | $77,714+140.7% |
| Participation rate | 70.0% | 76.0%-6.0pp | 72.9%-2.9pp | 70.6%-0.5pp |
| Annual return | 13.99% | 14.88%-0.9pp | 3525.44%-3511.5pp | 31.26%-17.3pp |
| Employer contribution / active EE | $4,248 | $3,188+33.3% | $2,735+55.3% | $2,727+55.8% |
| Participant deferral / active EE | $5,775 | $3,912+47.6% | $4,003+44.3% | $4,649+24.2% |
| Admin fee / account holder | $138 | $245-43.4% | $4,006-96.5% | $433-68.0% |