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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $79,441 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,745 | $77,559-64.2% | $68,612-59.6% | $75,289-63.1% |
| Participation rate | 74.9% | 78.3%-3.4pp | 72.2%+2.6pp | 72.4%+2.4pp |
| Annual return | -4.05% | -1.01%-3.0pp | -4.63%+0.6pp | -0.04%-4.0pp |
| Employer contribution / active EE | $612 | $1,993-69.3% | $2,625-76.7% | $2,405-74.6% |
| Participant deferral / active EE | $1,556 | $3,128-50.2% | $3,311-53.0% | $3,739-58.4% |
| Admin fee / account holder | $92 | $90+1.5% | $5,131-98.2% | $102-10.4% |