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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY10+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $32,202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,732 | $59,456+30.7% | $93,669-17.0% | $74,429+4.4% |
| Participation rate | 64.3% | 59.6%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 13.19% | 82.00%-68.8pp | 133.59%-120.4pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $965 | $1,266-23.7% | $2,424-60.2% | $2,625-63.2% |
| Participant deferral / active EE | $3,075 | $3,052+0.8% | $4,416-30.4% | $4,348-29.3% |
| Admin fee / account holder | $252 | $3,026-91.7% | $8,291-97.0% | $1,944-87.0% |