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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0189380 | Bank Trustee | $6,620 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,902 | $86,897-25.3% | $151,645-57.2% | $64,824+0.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -3.75% | -3.57%-0.2pp | 3.34%-7.1pp | 32.84%-36.6pp |
| Employer contribution / active EE | $3,142 | $4,010-21.6% | $6,165-49.0% | $2,507+25.3% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $18 | $153-88.1% | $11,614-99.8% | $188-90.3% |