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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $8,518 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,633 | $89,652+233.1% | $141,191+111.5% | $65,185+358.1% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+13.9pp | 70.2%+26.2pp |
| Annual return | 10.68% | 32.79%-22.1pp | 71.41%-60.7pp | 29.38%-18.7pp |
| Employer contribution / active EE | $13,572 | $3,065+342.9% | $4,736+186.6% | $2,177+523.5% |
| Participant deferral / active EE | $1,561 | $5,691-72.6% | $6,710-76.7% | $3,514-55.6% |
| Admin fee / account holder | $58 | $569-89.8% | $10,264-99.4% | $847-93.2% |