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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,985 | $91,762-71.7% | $67,502-61.5% | $77,643-66.5% |
| Participation rate | 98.3% | 75.9%+22.4pp | 72.9%+25.4pp | 70.6%+27.7pp |
| Annual return | 13.52% | 14.87%-1.3pp | 3512.12%-3498.6pp | 31.24%-17.7pp |
| Employer contribution / active EE | $404 | $3,181-87.3% | $2,731-85.2% | $2,726-85.2% |
| Participant deferral / active EE | $1,634 | $3,903-58.1% | $4,000-59.2% | $4,647-64.8% |
| Admin fee / account holder | $86 | $176-50.9% | $3,998-97.8% | $430-79.9% |