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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 | $55,446+3.6% | $155,574-63.1% | $74,429-22.8% |
| Participation rate | 49.4% | 61.9%-12.5pp | 78.2%-28.8pp | 67.2%-17.8pp |
| Annual return | 18.97% | 269.20%-250.2pp | 64.87%-45.9pp | 1368.38%-1349.4pp |
| Employer contribution / active EE | $1,073 | $2,266-52.6% | $4,676-77.0% | $2,625-59.1% |
| Participant deferral / active EE | $1,912 | $2,836-32.6% | $5,629-66.0% | $4,348-56.0% |
| Admin fee / account holder | $147 | $1,743-91.6% | $15,914-99.1% | $1,944-92.5% |