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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOME FEDERAL BANK Service code 21 · EIN 62-1230706 | Bank Trustee | $28,578 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 9.83% | 10.93%-1.1pp | 10.16%-0.3pp | 13.95%-4.1pp |
| Employer contribution / active EE | $8,135 | $10,209-20.3% | $33,192-75.5% | $16,598-51.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |