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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 16-0373410 | Bank Trustee | $4,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,598 | $58,292-90.4% | $86,640-93.5% | $71,511-92.2% |
| Participation rate | 68.2% | 65.0%+3.1pp | 71.7%-3.6pp | 67.9%+0.2pp |
| Annual return | 18.64% | 21.63%-3.0pp | 592.52%-573.9pp | 28.86%-10.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,230 | $3,438-64.2% | $4,438-72.3% | $4,291-71.3% |
| Admin fee / account holder | $22 | $1,057-97.9% | $5,616-99.6% | $1,588-98.6% |