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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 | $214,181 | $98,776+116.8% | $149,745+43.0% | $79,856+168.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 13.03% | 27.38%-14.3pp | 276.72%-263.7pp | 31.71%-18.7pp |
| Employer contribution / active EE | $5,103 | $3,217+58.6% | $4,646+9.8% | $2,471+106.5% |
| Participant deferral / active EE | $5,635 | $5,681-0.8% | $6,843-17.7% | $3,741+50.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |