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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 | $64,705+1.6% | $62,929+4.4% | $67,986-3.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.49% | 20.31%-7.8pp | 1063.93%-1051.4pp | 31.67%-19.2pp |
| Employer contribution / active EE | $2,398 | $2,376+0.9% | $2,505-4.3% | $2,019+18.8% |
| Participant deferral / active EE | $1,693 | $3,198-47.0% | $3,888-56.4% | $3,358-49.6% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |