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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $50,496 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $25,968 | $47,977-45.9% | $154,111-83.1% | $56,287-53.9% |
| Participation rate | 95.9% | 66.2%+29.7pp | 83.0%+12.9pp | 69.9%+26.0pp |
| Annual return | -3.62% | 3.54%-7.2pp | 735.18%-738.8pp | -9.96%+6.3pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $204 | $438-53.3% | $13,411-98.5% | $521-60.8% |