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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.
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 | $86,795-66.6% | $67,681-57.2% | $64,728-55.2% |
| Participation rate | 98.5% | 71.7%+26.8pp | 73.7%+24.7pp | 57.9%+40.6pp |
| Annual return | 11.08% | 12.58%-1.5pp | 590.58%-579.5pp | 49.38%-38.3pp |
| Employer contribution / active EE | $405 | $2,837-85.7% | $2,678-84.9% | $2,243-81.9% |
| Participant deferral / active EE | $1,729 | $3,430-49.6% | $3,976-56.5% | $2,729-36.6% |
| Admin fee / account holder | $105 | $238-55.9% | $6,100-98.3% | $1,145-90.8% |