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| Provider | Service type | Compensation |
|---|---|---|
SCJ FIDUCIARY SERVICES1 year Service code 24 · EIN 83-1749176 | Discretionary Trustee | $52,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $91,474-74.8% | $135,982-83.0% | $71,529-67.8% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 18.93% | 29.89%-11.0pp | 68.32%-49.4pp | 28.97%-10.0pp |
| Employer contribution / active EE | $5,910 | $3,705+59.5% | $4,859+21.6% | $2,590+128.2% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $261 | $1,267-79.4% | $10,767-97.6% | $1,588-83.6% |