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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 | $40,422 | $56,438-28.4% | $76,902-47.4% | $71,529-43.5% |
| Participation rate | 98.6% | 64.3%+34.3pp | 69.6%+29.0pp | 67.9%+30.7pp |
| Annual return | 20.39% | 19.05%+1.3pp | 37.91%-17.5pp | 28.97%-8.6pp |
| Employer contribution / active EE | $892 | $1,864-52.1% | $2,534-64.8% | $2,590-65.6% |
| Participant deferral / active EE | $2,930 | $3,136-6.6% | $3,833-23.6% | $4,291-31.7% |
| Admin fee / account holder | $153 | $1,430-89.3% | $5,479-97.2% | $1,588-90.4% |