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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE Service code 63 · EIN 58-1428634 | 12b-1 Fees | $5,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,465 | $88,203-41.7% | $165,100-68.8% | $74,478-30.9% |
| Participation rate | 76.1% | 73.1%+3.0pp | 78.6%-2.5pp | 67.2%+8.9pp |
| Annual return | -11.96% | 17.13%-29.1pp | 70.21%-82.2pp | 1370.56%-1382.5pp |
| Employer contribution / active EE | $3,140 | $2,601+20.7% | $4,348-27.8% | $2,626+19.6% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $15 | $2,235-99.3% | $12,696-99.9% | $1,946-99.2% |