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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,860 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,529 | $55,472-77.4% | $155,567-91.9% | $74,546-83.2% |
| Participation rate | 73.2% | 61.9%+11.2pp | 78.2%-5.0pp | 67.2%+5.9pp |
| Annual return | 7.21% | 268.72%-261.5pp | 64.74%-57.5pp | 1366.03%-1358.8pp |
| Employer contribution / active EE | $193 | $2,269-91.5% | $4,674-95.9% | $2,624-92.6% |
| Participant deferral / active EE | $884 | $2,838-68.9% | $5,628-84.3% | $4,347-79.7% |
| Admin fee / account holder | $19 | $1,743-98.9% | $15,916-99.9% | $1,944-99.0% |