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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY6+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $32,480 |
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 | $81,352 | $54,573+49.1% | $90,970-10.6% | $73,497+10.7% |
| Participation rate | 58.3% | 61.2%-2.9pp | 69.0%-10.7pp | 70.7%-12.4pp |
| Annual return | 15.68% | 16.69%-1.0pp | 134.60%-118.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $369 | $991-62.7% | $2,122-82.6% | $2,270-83.7% |
| Participant deferral / active EE | $2,292 | $2,517-9.0% | $3,373-32.1% | $3,740-38.7% |
| Admin fee / account holder | $230 | $521-55.8% | $5,961-96.1% | $513-55.1% |