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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 | $55,437-77.4% | $155,534-91.9% | $74,459-83.2% |
| Participation rate | 73.2% | 61.9%+11.3pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 7.21% | 269.58%-262.4pp | 64.92%-57.7pp | 1369.70%-1362.5pp |
| Employer contribution / active EE | $193 | $2,266-91.5% | $4,675-95.9% | $2,626-92.6% |
| Participant deferral / active EE | $884 | $2,837-68.9% | $5,630-84.3% | $4,350-79.7% |
| Admin fee / account holder | $19 | $1,742-98.9% | $15,900-99.9% | $1,945-99.0% |