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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 46-0189380 | Bank Trustee | $10,058 |
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 | $60,522 | $100,272-39.6% | $170,057-64.4% | $74,473-18.7% |
| Participation rate | 96.9% | 87.4%+9.5pp | 87.0%+9.9pp | 70.7%+26.1pp |
| Annual return | -2.79% | 66.12%-68.9pp | 53.42%-56.2pp | 34.36%-37.1pp |
| Employer contribution / active EE | $3,572 | $4,266-16.2% | $6,790-47.4% | $2,638+35.4% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $30 | $235-87.0% | $12,826-99.8% | $347-91.2% |