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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 | $238,838 | $105,210+127.0% | $159,487+49.8% | $85,851+178.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 23.15% | 45.08%-21.9pp | 263.71%-240.6pp | 318.63%-295.5pp |
| Employer contribution / active EE | $5,760 | $3,319+73.6% | $4,831+19.2% | $2,565+124.5% |
| Participant deferral / active EE | $6,000 | $5,946+0.9% | $7,354-18.4% | $3,952+51.8% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |