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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,565 | $70,083-90.6% | $59,887-89.0% | $55,725-88.2% |
| Participation rate | 99.2% | 78.4%+20.8pp | 74.7%+24.5pp | 70.9%+28.3pp |
| Annual return | -2.55% | 3.13%-5.7pp | 3.46%-6.0pp | 244.93%-247.5pp |
| Employer contribution / active EE | $602 | $2,878-79.1% | $2,722-77.9% | $2,078-71.0% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $70-100.0% | $3,591-100.0% | $115-100.0% |