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| Provider | Service type | Compensation |
|---|---|---|
EMPRISE BANK3+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $38,714 |
Annual investment return 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 | $104,485 | $58,726+77.9% | $92,240+13.3% | $62,293+67.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.83% | 43.62%-34.8pp | 176.29%-167.5pp | 28.90%-20.1pp |
| Employer contribution / active EE | $5,656 | $2,392+136.5% | $3,680+53.7% | $2,042+177.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $236 | $556-57.6% | $5,194-95.5% | $479-50.8% |