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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY2+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $28,567 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,634 | $42,546+37.8% | $71,796-18.3% | $55,167+6.3% |
| Participation rate | 71.4% | 59.1%+12.3pp | 69.1%+2.3pp | 69.0%+2.4pp |
| Annual return | 7.51% | 12.36%-4.8pp | 78.04%-70.5pp | 169.23%-161.7pp |
| Employer contribution / active EE | $461 | $803-42.6% | $1,924-76.0% | $1,963-76.5% |
| Participant deferral / active EE | $2,769 | $2,064+34.1% | $2,794-0.9% | $3,054-9.3% |
| Admin fee / account holder | $196 | $650-69.9% | $4,815-95.9% | $504-61.1% |