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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $9,636 |
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 | $105,674 | $58,292+81.3% | $86,640+22.0% | $71,511+47.8% |
| Participation rate | 99.4% | 65.0%+34.4pp | 71.7%+27.7pp | 67.9%+31.5pp |
| Annual return | 17.48% | 21.63%-4.2pp | 592.52%-575.0pp | 28.86%-11.4pp |
| Employer contribution / active EE | $2,451 | $2,574-4.8% | $3,024-18.9% | $2,589-5.3% |
| Participant deferral / active EE | $4,408 | $3,438+28.2% | $4,438-0.7% | $4,291+2.7% |
| Admin fee / account holder | $43 | $1,057-95.9% | $5,616-99.2% | $1,588-97.3% |