Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $43,780 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $189,972 | $76,551+148.2% | $123,894+53.3% | $62,881+202.1% |
| Participation rate | 81.1% | 73.0%+8.1pp | 81.4%-0.3pp | 69.3%+11.8pp |
| Annual return | 4.67% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $4,681 | $2,882+62.4% | $4,617+1.4% | $2,281+105.2% |
| Participant deferral / active EE | $4,647 | $4,840-4.0% | $5,984-22.3% | $3,203+45.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |