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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $57,413 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,990 | $92,071-68.5% | $63,803-54.6% | $71,012-59.2% |
| Participation rate | 98.5% | 73.7%+24.8pp | 72.7%+25.8pp | 58.6%+39.9pp |
| Annual return | 11.08% | 13.14%-2.1pp | 543.72%-532.6pp | 37.67%-26.6pp |
| Employer contribution / active EE | $405 | $3,085-86.9% | $2,532-84.0% | $2,348-82.8% |
| Participant deferral / active EE | $1,729 | $3,765-54.1% | $3,843-55.0% | $3,246-46.7% |
| Admin fee / account holder | $105 | $227-53.6% | $5,196-98.0% | $1,167-91.0% |