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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $19,080 |
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 | $20,409 | $57,384-64.4% | $106,387-80.8% | $56,287-63.7% |
| Participation rate | 90.6% | 71.3%+19.3pp | 77.5%+13.2pp | 69.9%+20.8pp |
| Annual return | -6.10% | 5.91%-12.0pp | 0.25%-6.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,814 | $2,348-22.8% | $3,520-48.5% | $2,111-14.1% |
| Participant deferral / active EE | $3,630 | $3,799-4.4% | $5,421-33.0% | $3,350+8.4% |
| Admin fee / account holder | $1 | $566-99.8% | $7,510-100.0% | $521-99.7% |