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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $184,551 | $77,817+137.2% | $123,553+49.4% | $64,173+187.6% |
| Participation rate | 98.9% | 74.7%+24.1pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | 12.61% | 12.49%+0.1pp | 119.21%-106.6pp | 7.63%+5.0pp |
| Employer contribution / active EE | $4,775 | $3,014+58.4% | $4,628+3.2% | $2,381+100.6% |
| Participant deferral / active EE | $5,273 | $5,240+0.6% | $6,426-17.9% | $3,470+52.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |