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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $26,743 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,829 | $44,873+48.9% | $79,467-15.9% | $56,289+18.7% |
| Participation rate | 98.2% | 68.7%+29.4pp | 73.3%+24.8pp | 69.9%+28.3pp |
| Annual return | -5.77% | 0.81%-6.6pp | 718.30%-724.1pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,308 | $2,140+7.8% | $2,800-17.6% | $2,111+9.3% |
| Participant deferral / active EE | $3,980 | $2,746+45.0% | $3,704+7.5% | $3,350+18.8% |
| Admin fee / account holder | $129 | $418-69.3% | $5,104-97.5% | $521-75.3% |