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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $27,870 |
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 | $28,422 | $64,919-56.2% | $392,568-92.8% | $65,185-56.4% |
| Participation rate | 88.3% | 72.0%+16.3pp | 78.1%+10.3pp | 70.2%+18.1pp |
| Annual return | 20.29% | 26.09%-5.8pp | 24.42%-4.1pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,014 | $2,374-15.2% | $3,783-46.8% | $2,177-7.5% |
| Participant deferral / active EE | $4,533 | $3,668+23.6% | $5,985-24.3% | $3,514+29.0% |
| Admin fee / account holder | $14 | $634-97.9% | $6,260-99.8% | $847-98.4% |