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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $3,740 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,647 | $52,293-81.6% | $178,498-94.6% | $73,412-86.9% |
| Participation rate | 73.8% | 65.3%+8.5pp | 81.9%-8.1pp | 72.2%+1.7pp |
| Annual return | 2.72% | 34.75%-32.0pp | 151.09%-148.4pp | 59.30%-56.6pp |
| Employer contribution / active EE | $198 | $1,735-88.6% | $5,011-96.1% | $2,234-91.1% |
| Participant deferral / active EE | $870 | $2,332-62.7% | $5,202-83.3% | $3,806-77.2% |
| Admin fee / account holder | $12 | $127-90.4% | $13,985-99.9% | $158-92.2% |