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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,456 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $491,240 | $88,360+456.0% | $145,433+237.8% | $67,986+622.6% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 16.48% | 63.15%-46.7pp | 66.58%-50.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $15,538 | $3,054+408.8% | $4,554+241.2% | $2,019+669.7% |
| Participant deferral / active EE | $2,436 | $5,932-58.9% | $7,897-69.2% | $3,358-27.5% |
| Admin fee / account holder | $43 | $3,313-98.7% | $13,129-99.7% | $3,203-98.7% |