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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $90,587 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,905 | $72,066-54.3% | $81,716-59.7% | $90,274-63.5% |
| Participation rate | 79.2% | 78.9%+0.3pp | 72.0%+7.2pp | 73.4%+5.8pp |
| Annual return | 11.45% | 15.92%-4.5pp | 29.49%-18.0pp | 53.97%-42.5pp |
| Employer contribution / active EE | $612 | $2,335-73.8% | $4,310-85.8% | $2,523-75.7% |
| Participant deferral / active EE | $1,581 | $3,557-55.6% | $7,108-77.8% | $4,231-62.6% |
| Admin fee / account holder | $77 | $92-16.8% | $5,159-98.5% | $114-32.5% |