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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 | $81,136 | $79,523+2.0% | $140,019-42.1% | $56,289+44.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 0.58% | 2.39%-1.8pp | 651.17%-650.6pp | -9.96%+10.5pp |
| Employer contribution / active EE | $3,002 | $3,350-10.4% | $5,605-46.4% | $2,111+42.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $8 | $614-98.7% | $10,705-99.9% | $521-98.4% |