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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0189380 | Bank Trustee | $1,025 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,549 | $74,089+15.5% | $133,975-36.1% | $55,167+55.1% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.1%+10.9pp | 69.0%+29.0pp |
| Annual return | 15.94% | 12.11%+3.8pp | 29.29%-13.4pp | 169.23%-153.3pp |
| Employer contribution / active EE | $3,079 | $3,064+0.5% | $5,211-40.9% | $1,963+56.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $18 | $458-96.0% | $9,324-99.8% | $504-96.4% |