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 | $389,702 |
Annual investment return 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 | $34,269 | $37,039-7.5% | $147,618-76.8% | $59,188-42.1% |
| Participation rate | 99.2% | 63.8%+35.4pp | 84.6%+14.6pp | 69.4%+29.8pp |
| Annual return | -0.85% | 7.19%-8.0pp | 61.98%-62.8pp | 5.51%-6.4pp |
| Employer contribution / active EE | $3,801 | $1,353+180.9% | $5,564-31.7% | $2,098+81.2% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $125 | $60+107.8% | $11,612-98.9% | $92+35.7% |