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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $38,679 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,958 | $64,185+368.9% | $112,270+168.1% | $66,954+349.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 27.43% | -13.78%+41.2pp | 27.49%-0.1pp | 1.57%+25.9pp |
| Employer contribution / active EE | $1,461 | $2,998-51.3% | $3,635-59.8% | $2,545-42.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $182 | $626-70.9% | $6,411-97.2% | $594-69.3% |