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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $47,276 |
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 | $25,985 | $91,692-71.7% | $67,561-61.5% | $77,714-66.6% |
| Participation rate | 98.3% | 76.0%+22.2pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 13.52% | 14.88%-1.4pp | 3525.44%-3511.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $404 | $3,188-87.3% | $2,735-85.2% | $2,727-85.2% |
| Participant deferral / active EE | $1,634 | $3,912-58.2% | $4,003-59.2% | $4,649-64.9% |
| Admin fee / account holder | $86 | $245-64.7% | $4,006-97.8% | $433-80.1% |