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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY9+ years Filed as: BENEFIT TRUST CO Service code 21 · EIN 41-2112888 | Bank Trustee | $29,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,175 | $54,717+33.7% | $86,216-15.1% | $71,511+2.3% |
| Participation rate | 63.5% | 60.1%+3.4pp | 69.0%-5.4pp | 67.9%-4.4pp |
| Annual return | 15.32% | 20.07%-4.8pp | 1169.42%-1154.1pp | 28.86%-13.5pp |
| Employer contribution / active EE | $378 | $1,267-70.2% | $2,382-84.1% | $2,589-85.4% |
| Participant deferral / active EE | $2,481 | $3,110-20.2% | $3,986-37.8% | $4,291-42.2% |
| Admin fee / account holder | $238 | $1,922-87.6% | $6,853-96.5% | $1,588-85.0% |