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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $35,459 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,434 | $55,470+3.5% | $155,556-63.1% | $74,478-22.9% |
| Participation rate | 49.4% | 61.9%-12.5pp | 78.2%-28.9pp | 67.2%-17.8pp |
| Annual return | 18.97% | 269.80%-250.8pp | 64.84%-45.9pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $1,073 | $2,267-52.7% | $4,675-77.0% | $2,626-59.1% |
| Participant deferral / active EE | $1,912 | $2,838-32.6% | $5,631-66.0% | $4,350-56.1% |
| Admin fee / account holder | $147 | $1,744-91.6% | $15,885-99.1% | $1,946-92.5% |