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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 16-0373410 | Bank Trustee | $16,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $36,450 | $42,548-14.3% | $74,549-51.1% | $56,287-35.2% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.1%-30.9pp | 69.9%-31.7pp |
| Annual return | -6.57% | 12.40%-19.0pp | 32.53%-39.1pp | -9.96%+3.4pp |
| Employer contribution / active EE | $200 | $855-76.6% | $1,961-89.8% | $2,111-90.5% |
| Participant deferral / active EE | $1,600 | $2,277-29.7% | $3,108-48.5% | $3,350-52.2% |
| Admin fee / account holder | $199 | $467-57.5% | $5,059-96.1% | $521-61.9% |