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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,584 | $62,177-21.9% | $81,370-40.3% | $74,478-34.8% |
| Participation rate | 97.2% | 64.1%+33.2pp | 69.5%+27.7pp | 67.2%+30.0pp |
| Annual return | 15.63% | 16.62%-1.0pp | 24.85%-9.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $936 | $1,881-50.2% | $2,464-62.0% | $2,626-64.3% |
| Participant deferral / active EE | $3,144 | $3,219-2.3% | $3,885-19.1% | $4,350-27.7% |
| Admin fee / account holder | $180 | $1,927-90.6% | $5,749-96.9% | $1,946-90.7% |