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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $4,050 |
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 | $48,427 | $55,470-12.7% | $155,556-68.9% | $74,478-35.0% |
| Participation rate | 77.7% | 61.9%+15.8pp | 78.2%-0.6pp | 67.2%+10.4pp |
| Annual return | 12.15% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $1,094 | $2,267-51.7% | $4,675-76.6% | $2,626-58.3% |
| Participant deferral / active EE | $1,746 | $2,838-38.5% | $5,631-69.0% | $4,350-59.9% |
| Admin fee / account holder | $24 | $1,744-98.6% | $15,885-99.8% | $1,946-98.8% |