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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $115,805 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,270 | $61,756-57.5% | $69,884-62.4% | $77,906-66.3% |
| Participation rate | 82.5% | 79.9%+2.6pp | 70.5%+12.0pp | 73.7%+8.8pp |
| Annual return | -15.04% | -11.86%-3.2pp | 190.81%-205.9pp | 12.16%-27.2pp |
| Employer contribution / active EE | $1,658 | $2,706-38.7% | $2,560-35.2% | $2,846-41.7% |
| Participant deferral / active EE | $642 | $3,977-83.9% | $3,848-83.3% | $4,805-86.6% |
| Admin fee / account holder | $77 | $101-24.2% | $6,266-98.8% | $133-42.1% |