Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $13,695 | $43,344-68.4% | $59,899-77.1% | $64,173-78.7% |
| Participation rate | 81.3% | 69.2%+12.1pp | 74.7%+6.6pp | 69.6%+11.7pp |
| Annual return | -0.11% | -1.55%+1.4pp | 3.46%-3.6pp | 7.63%-7.7pp |
| Employer contribution / active EE | $154 | $2,030-92.4% | $2,723-94.4% | $2,381-93.5% |
| Participant deferral / active EE | $615 | $2,547-75.8% | $3,402-81.9% | $3,470-82.3% |
| Admin fee / account holder | $1 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |