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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-2530412 | Other Services | $19,319 |
Filed as: VRIAC Service code 21 · EIN 71-0294708 | Bank Trustee | $8,388 |
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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 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -17.47% | -17.00%-0.5pp | -11.06%-6.4pp | 39.77%-57.2pp |
| Employer contribution / active EE | $0 | $12,834-100.0% | $55,362-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |