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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 13-5160382 | Bank Trustee | $25,043 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 9.66% | 10.09%-0.4pp | 175.18%-165.5pp | 627.08%-617.4pp |
| Employer contribution / active EE | $3,010 | $12,251-75.4% | $38,590-92.2% | $18,824-84.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |