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| Provider | Service type | Compensation |
|---|---|---|
RELIANCE TRUST COMPANY1 year Service code 49 · EIN 58-1428634 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,380 | $49,280-46.5% | $67,313-60.8% | $64,181-58.9% |
| Participation rate | 44.9% | 60.8%-15.9pp | 69.1%-24.2pp | 69.6%-24.7pp |
| Annual return | -6.32% | -1.39%-4.9pp | -4.08%-2.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $509 | $1,668-69.5% | $2,566-80.2% | $2,381-78.6% |
| Participant deferral / active EE | $1,427 | $2,484-42.6% | $3,568-60.0% | $3,470-58.9% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,887-100.0% |