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| Provider | Service type | Compensation |
|---|---|---|
EMPRISE BANK5+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $41,393 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,151 | $63,114+58.7% | $92,893+7.8% | $65,185+53.6% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 7.40% | 28.75%-21.4pp | 109.41%-102.0pp | 29.38%-22.0pp |
| Employer contribution / active EE | $5,325 | $2,571+107.2% | $3,653+45.8% | $2,177+144.7% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $259 | $624-58.5% | $5,794-95.5% | $847-69.5% |