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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $45,834 |
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 | $54,377 | $52,967+2.7% | $172,753-68.5% | $65,186-16.6% |
| Participation rate | 93.7% | 66.2%+27.5pp | 82.6%+11.0pp | 70.2%+23.5pp |
| Annual return | 21.54% | 30.12%-8.6pp | 803.00%-781.5pp | 29.39%-7.8pp |
| Employer contribution / active EE | $2,299 | $2,190+4.9% | $5,144-55.3% | $2,177+5.6% |
| Participant deferral / active EE | $3,742 | $2,471+51.5% | $5,198-28.0% | $3,514+6.5% |
| Admin fee / account holder | $233 | $472-50.7% | $13,956-98.3% | $847-72.5% |