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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $7,241 |
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 | $23,792 | $39,132-39.2% | $57,196-58.4% | $62,881-62.2% |
| Participation rate | 91.8% | 70.5%+21.3pp | 75.3%+16.5pp | 69.3%+22.5pp |
| Annual return | -1.05% | 9.24%-10.3pp | 14.59%-15.6pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,132 | $2,374-52.3% | $3,096-63.4% | $3,203-64.7% |
| Admin fee / account holder | $3 | $2,594-99.9% | $3,141-99.9% | $4,296-99.9% |