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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,196 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,334 | $51,226+76.3% | $82,744+9.2% | $66,938+35.0% |
| Participation rate | 99.4% | 67.9%+31.5pp | 72.6%+26.8pp | 69.8%+29.6pp |
| Annual return | -16.30% | -9.61%-6.7pp | 702.22%-718.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,437 | $2,612-6.7% | $3,008-19.0% | $2,545-4.2% |
| Participant deferral / active EE | $4,522 | $3,460+30.7% | $4,395+2.9% | $4,238+6.7% |
| Admin fee / account holder | $92 | $416-77.8% | $5,325-98.3% | $594-84.5% |