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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,243 | $102,385+158.1% | $147,080+79.7% | $80,935+226.5% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 23.25% | 135.09%-111.8pp | 420.17%-396.9pp | 35.66%-12.4pp |
| Employer contribution / active EE | $5,727 | $3,717+54.1% | $4,933+16.1% | $2,757+107.7% |
| Participant deferral / active EE | $6,398 | $6,651-3.8% | $8,066-20.7% | $4,299+48.8% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |