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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,088 | $65,322-21.8% | $70,462-27.5% | $73,493-30.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 5.48% | 15.71%-10.2pp | 109.08%-103.6pp | 28.51%-23.0pp |
| Employer contribution / active EE | $2,371 | $2,460-3.6% | $2,737-13.4% | $2,270+4.5% |
| Participant deferral / active EE | $1,751 | $3,375-48.1% | $3,710-52.8% | $3,740-53.2% |
| Admin fee / account holder | $111 | $214-47.9% | $3,845-97.1% | $513-78.3% |