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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $25,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,357 | $59,834+7.6% | $79,576-19.1% | $68,495-6.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -22.15% | -12.30%-9.9pp | 0.15%-22.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $3,038 | $1,505+101.8% | $2,413+25.9% | $2,596+17.0% |
| Participant deferral / active EE | $4,710 | $3,024+55.7% | $3,985+18.2% | $4,028+16.9% |
| Admin fee / account holder | $149 | $4,835-96.9% | $6,834-97.8% | $5,403-97.2% |