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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,243 | $102,422+158.0% | $147,117+79.6% | $80,959+226.4% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 23.25% | 135.16%-111.9pp | 420.54%-397.3pp | 35.67%-12.4pp |
| Employer contribution / active EE | $5,727 | $3,717+54.1% | $4,932+16.1% | $2,757+107.7% |
| Participant deferral / active EE | $6,398 | $6,652-3.8% | $8,065-20.7% | $4,300+48.8% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |