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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOME FEDERAL BANK Service code 21 · EIN 62-1230706 | Bank Trustee | $24,855 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -11.06% | -11.09%0pp | -38.86%+27.8pp | -5.25%-5.8pp |
| Employer contribution / active EE | $429 | $16,800-97.4% | $37,752-98.9% | $15,161-97.2% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |