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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 | $59,402+30.9% | $93,654-17.0% | $74,546+4.3% |
| Participation rate | 64.3% | 59.7%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 13.19% | 81.86%-68.7pp | 133.34%-120.1pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $965 | $1,265-23.7% | $2,421-60.1% | $2,624-63.2% |
| Participant deferral / active EE | $3,075 | $3,049+0.9% | $4,413-30.3% | $4,347-29.3% |
| Admin fee / account holder | $252 | $3,023-91.7% | $8,282-97.0% | $1,944-87.0% |