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| Provider | Service type | Compensation |
|---|---|---|
EMPRISE BANK6+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $39,786 |
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 | $110,005 | $69,383+58.5% | $101,271+8.6% | $73,493+49.7% |
| Participation rate | 98.4% | 68.4%+30.1pp | 75.8%+22.6pp | 70.7%+27.7pp |
| Annual return | 15.24% | 18.46%-3.2pp | 46.48%-31.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $5,515 | $2,628+109.8% | $3,660+50.7% | $2,270+142.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $246 | $704-65.1% | $5,948-95.9% | $513-52.1% |