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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 | $101,591+334.6% | $147,096+200.2% | $74,429+493.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 25.77% | 8746.45%-8720.7pp | 419.75%-394.0pp | 1368.38%-1342.6pp |
| Employer contribution / active EE | $16,623 | $3,813+336.0% | $4,936+236.8% | $2,625+533.3% |
| Participant deferral / active EE | $2,520 | $7,302-65.5% | $8,071-68.8% | $4,348-42.0% |
| Admin fee / account holder | $76 | $1,750-95.7% | $13,005-99.4% | $1,944-96.1% |