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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,720 | $65,072+1.0% | $66,439-1.1% | $65,306+0.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.5%+25.5pp | 57.7%+42.3pp |
| Annual return | 12.49% | 21.50%-9.0pp | 757.66%-745.2pp | 21.94%-9.5pp |
| Employer contribution / active EE | $2,398 | $2,475-3.1% | $2,637-9.1% | $1,967+21.9% |
| Participant deferral / active EE | $1,693 | $3,234-47.6% | $3,876-56.3% | $2,959-42.8% |
| Admin fee / account holder | $0 | $1,323-100.0% | $6,173-100.0% | $3,480-100.0% |