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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $33,523 |
Annual investment return 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 | $41,010 | $59,584-31.2% | $86,625-52.7% | $79,389-48.3% |
| Participation rate | 98.1% | 67.7%+30.5pp | 71.6%+26.5pp | 70.7%+27.4pp |
| Annual return | 11.53% | 23.15%-11.6pp | 63.52%-52.0pp | 116.89%-105.4pp |
| Employer contribution / active EE | $749 | $1,768-57.7% | $2,496-70.0% | $2,428-69.2% |
| Participant deferral / active EE | $2,552 | $3,036-16.0% | $3,700-31.0% | $4,046-36.9% |
| Admin fee / account holder | $145 | $604-76.1% | $5,830-97.5% | $626-76.9% |