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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY5+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $31,517 |
Filed as: ALLEN GIBBS & HOULIK, LC Service code 15 3O1 N. MAIN, SUITE 1700 · WICHITA, KS 67202 | Recordkeeping | $5,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,099 | $49,138+44.7% | $84,021-15.4% | $65,185+9.1% |
| Participation rate | 57.7% | 60.7%-3.1pp | 69.0%-11.3pp | 70.2%-12.5pp |
| Annual return | 20.06% | 23.00%-2.9pp | 71.32%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $349 | $914-61.8% | $1,984-82.4% | $2,177-84.0% |
| Participant deferral / active EE | $2,118 | $2,397-11.7% | $3,239-34.6% | $3,514-39.7% |
| Admin fee / account holder | $233 | $543-57.1% | $6,102-96.2% | $847-72.5% |