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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0189380 | Bank Trustee | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,526 | $89,739-4.7% | $149,721-42.9% | $62,293+37.3% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.83% | 21.01%-9.2pp | 1501.67%-1489.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $2,927 | $3,233-9.5% | $5,444-46.2% | $2,042+43.3% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $19 | $551-96.6% | $11,282-99.8% | $479-96.1% |