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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 | $65,084+1.0% | $67,681-2.9% | $64,340+2.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.7%+26.3pp | 55.2%+44.8pp |
| Annual return | 12.49% | 20.50%-8.0pp | 590.58%-578.1pp | 24.14%-11.7pp |
| Employer contribution / active EE | $2,398 | $2,3980% | $2,678-10.5% | $1,862+28.8% |
| Participant deferral / active EE | $1,693 | $3,210-47.3% | $3,976-57.4% | $2,980-43.2% |
| Admin fee / account holder | $0 | $1,415-100.0% | $6,100-100.0% | $3,703-100.0% |