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| Provider | Service type | Compensation |
|---|---|---|
T BANK, N.A.6+ years Service code 19 · EIN 20-1099212 | Securities Custodian | $32,041 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,783 | $99,957+11.8% | $149,745-25.4% | $73,497+52.1% |
| Participation rate | 81.1% | 75.7%+5.4pp | 82.5%-1.4pp | 70.7%+10.5pp |
| Annual return | 11.52% | 53.87%-42.3pp | 276.72%-265.2pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,395 | $3,191+6.4% | $4,646-26.9% | $2,270+49.5% |
| Participant deferral / active EE | $7,070 | $6,073+16.4% | $6,843+3.3% | $3,740+89.0% |
| Admin fee / account holder | $150 | $551-72.8% | $9,312-98.4% | $513-70.8% |