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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $3,750 |
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 | $27,322 | $55,453-50.7% | $170,435-84.0% | $62,293-56.1% |
| Participation rate | 77.2% | 66.4%+10.8pp | 83.6%-6.4pp | 69.5%+7.7pp |
| Annual return | 18.60% | 21.38%-2.8pp | 205.94%-187.3pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,056 | $2,164-51.2% | $5,432-80.6% | $2,042-48.3% |
| Participant deferral / active EE | $1,451 | $2,303-37.0% | $4,939-70.6% | $3,169-54.2% |
| Admin fee / account holder | $16 | $455-96.5% | $13,881-99.9% | $479-96.7% |