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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
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 | $13,735 | $25,723-46.6% | $69,182-80.1% | $55,167-75.1% |
| Participation rate | 96.5% | 39.4%+57.1pp | 55.1%+41.4pp | 69.0%+27.5pp |
| Annual return | 6.72% | 9.56%-2.8pp | -21.93%+28.6pp | 169.23%-162.5pp |
| Employer contribution / active EE | $755 | $480+57.1% | $1,206-37.4% | $1,963-61.5% |
| Participant deferral / active EE | $1,958 | $963+103.2% | $1,897+3.2% | $3,054-35.9% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |