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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $31,500 |
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 | $32,295 | $50,199-35.7% | $69,890-53.8% | $66,949-51.8% |
| Participation rate | 98.1% | 66.3%+31.8pp | 70.5%+27.6pp | 69.8%+28.3pp |
| Annual return | -19.17% | -13.85%-5.3pp | 190.84%-210.0pp | 1.57%-20.7pp |
| Employer contribution / active EE | $857 | $1,864-54.0% | $2,560-66.5% | $2,545-66.3% |
| Participant deferral / active EE | $2,903 | $3,112-6.7% | $3,848-24.6% | $4,239-31.5% |
| Admin fee / account holder | $128 | $600-78.6% | $6,267-98.0% | $594-78.4% |