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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,747 | $93,617+136.9% | $135,982+63.1% | $75,177+195.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.91% | 30.89%-20.0pp | 68.32%-57.4pp | 160.75%-149.8pp |
| Employer contribution / active EE | $6,032 | $3,538+70.5% | $4,859+24.1% | $2,671+125.8% |
| Participant deferral / active EE | $6,372 | $6,406-0.5% | $7,760-17.9% | $4,126+54.4% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |