Filed July 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $509,311 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,148 | $37,213+48.2% | $156,551-64.8% | $63,975-13.8% |
| Participation rate | 86.2% | 65.0%+21.2pp | 84.0%+2.2pp | 71.1%+15.1pp |
| Annual return | 9.29% | 47.89%-38.6pp | 32.23%-22.9pp | 48.65%-39.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $4,896 | $2,070+136.5% | $4,871+0.5% | $3,356+45.9% |
| Admin fee / account holder | $150 | $56+165.6% | $13,028-98.9% | $70+112.4% |