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| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST2 years Service code 27 · EIN 85-0165679 | Advisory (Plan) | $50,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,261 |
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 | $88,265 | $82,979+6.4% | $102,412-13.8% | $77,736+13.5% |
| Participation rate | 79.8% | 71.5%+8.2pp | 74.5%+5.3pp | 70.6%+9.2pp |
| Annual return | 16.15% | 19.11%-3.0pp | 24.94%-8.8pp | 31.26%-15.1pp |
| Employer contribution / active EE | $1,630 | $3,554-54.1% | $3,870-57.9% | $2,728-40.3% |
| Participant deferral / active EE | $6,094 | $4,109+48.3% | $5,060+20.4% | $4,651+31.0% |
| Admin fee / account holder | $253 | $639-60.4% | $8,388-97.0% | $433-41.6% |