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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $74,903 | $65,027+15.2% | $90,970-17.7% | $79,852-6.2% |
| Participation rate | 96.7% | 61.6%+35.1pp | 69.0%+27.7pp | 69.6%+27.1pp |
| Annual return | 29.26% | 30.45%-1.2pp | 134.58%-105.3pp | 31.72%-2.5pp |
| Employer contribution / active EE | $2,992 | $1,247+139.9% | $2,122+41.0% | $2,471+21.1% |
| Participant deferral / active EE | $4,488 | $2,512+78.7% | $3,373+33.1% | $3,740+20.0% |
| Admin fee / account holder | $0 | $4,535-100.0% | $5,960-100.0% | $5,306-100.0% |