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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VRIAC Service code 21 · EIN 71-0294708 | Bank Trustee | $9,625 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 10.12% | 5.59%+4.5pp | 8.41%+1.7pp | 7.65%+2.5pp |
| Employer contribution / active EE | $0 | $10,158-100.0% | $41,333-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |