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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,256 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $441,515 | $101,672+334.3% | $147,117+200.1% | $74,478+492.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.77% | 8757.83%-8732.1pp | 420.54%-394.8pp | 1370.56%-1344.8pp |
| Employer contribution / active EE | $16,623 | $3,813+335.9% | $4,932+237.0% | $2,626+533.0% |
| Participant deferral / active EE | $2,520 | $7,305-65.5% | $8,065-68.8% | $4,350-42.1% |
| Admin fee / account holder | $76 | $1,753-95.7% | $12,993-99.4% | $1,946-96.1% |