Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CITY STATE BANK10+ years Service code 21 · EIN 42-0443990 | Bank Trustee | $64,316 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,899 | $88,186+4.2% | $165,071-44.3% | $74,459+23.4% |
| Participation rate | 74.6% | 73.1%+1.4pp | 78.6%-4.1pp | 67.2%+7.3pp |
| Annual return | 14.15% | 17.13%-3.0pp | 70.17%-56.0pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,297 | $2,600-50.1% | $4,347-70.2% | $2,626-50.6% |
| Participant deferral / active EE | $5,992 | $4,505+33.0% | $6,035-0.7% | $4,350+37.8% |
| Admin fee / account holder | $353 | $2,234-84.2% | $12,695-97.2% | $1,945-81.8% |