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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0189380 | Bank Trustee | $475 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,179 | $70,667+7.8% | $123,105-38.1% | $52,331+45.6% |
| Participation rate | 98.0% | 83.7%+14.3pp | 86.8%+11.2pp | 68.1%+29.9pp |
| Annual return | 4.80% | 6.23%-1.4pp | 13.22%-8.4pp | 4.54%+0.3pp |
| Employer contribution / active EE | $2,927 | $2,946-0.6% | $5,151-43.2% | $1,882+55.6% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $23 | $506-95.4% | $9,014-99.7% | $592-96.0% |