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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $57,413 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,990 | $84,045-65.5% | $77,361-62.5% | $69,255-58.1% |
| Participation rate | 98.5% | 71.8%+26.7pp | 75.0%+23.5pp | 69.0%+29.4pp |
| Annual return | 11.08% | 12.46%-1.4pp | 1011.54%-1000.5pp | 26.73%-15.6pp |
| Employer contribution / active EE | $405 | $2,954-86.3% | $2,990-86.5% | $2,645-84.7% |
| Participant deferral / active EE | $1,729 | $3,349-48.4% | $3,911-55.8% | $2,890-40.2% |
| Admin fee / account holder | $105 | $239-56.0% | $5,894-98.2% | $733-85.7% |