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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 | $59,467+30.7% | $93,727-17.1% | $74,478+4.4% |
| Participation rate | 64.3% | 59.6%+4.7pp | 68.7%-4.4pp | 67.2%-2.9pp |
| Annual return | 13.19% | 82.14%-68.9pp | 133.83%-120.6pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $965 | $1,267-23.8% | $2,421-60.1% | $2,626-63.2% |
| Participant deferral / active EE | $3,075 | $3,052+0.8% | $4,417-30.4% | $4,350-29.3% |
| Admin fee / account holder | $252 | $3,028-91.7% | $8,292-97.0% | $1,946-87.0% |