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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $3,000 |
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 | $26,772 | $47,977-44.2% | $154,114-82.6% | $56,287-52.4% |
| Participation rate | 77.3% | 66.2%+11.2pp | 83.0%-5.7pp | 69.9%+7.5pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.16%-739.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $935 | $2,169-56.9% | $5,298-82.3% | $2,111-55.7% |
| Participant deferral / active EE | $1,326 | $2,392-44.5% | $5,081-73.9% | $3,350-60.4% |
| Admin fee / account holder | $15 | $438-96.5% | $13,411-99.9% | $521-97.1% |