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 | $413,843 |
Participant 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 | $37,086 | $37,213-0.3% | $156,551-76.3% | $63,975-42.0% |
| Participation rate | 99.3% | 65.0%+34.4pp | 84.0%+15.3pp | 71.1%+28.2pp |
| Annual return | 7.87% | 47.89%-40.0pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $3,860 | $1,357+184.5% | $5,501-29.8% | $2,182+76.9% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $128 | $56+127.2% | $13,028-99.0% | $70+81.7% |