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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.
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 | $167,786 | $80,753+107.8% | $136,298+23.1% | $62,293+169.3% |
| Participation rate | 94.3% | 73.5%+20.8pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 11.83% | 35.83%-24.0pp | 5156.27%-5144.4pp | 28.90%-17.1pp |
| Employer contribution / active EE | $3,955 | $2,884+37.1% | $4,696-15.8% | $2,042+93.6% |
| Participant deferral / active EE | $3,773 | $5,164-26.9% | $6,247-39.6% | $3,169+19.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |