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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 | $188,782 | $89,370+111.2% | $141,197+33.7% | $72,976+158.7% |
| Participation rate | 98.9% | 75.1%+23.7pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 0.58% | 111.88%-111.3pp | 71.41%-70.8pp | 81.02%-80.4pp |
| Employer contribution / active EE | $4,987 | $3,115+60.1% | $4,736+5.3% | $2,440+104.4% |
| Participant deferral / active EE | $5,950 | $5,419+9.8% | $6,710-11.3% | $3,608+64.9% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |