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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,125 |
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 | $10,952 | $50,860-78.5% | $155,574-93.0% | $77,714-85.9% |
| Participation rate | 92.5% | 63.1%+29.4pp | 78.2%+14.3pp | 70.6%+21.9pp |
| Annual return | 13.11% | 34.86%-21.8pp | 64.87%-51.8pp | 31.26%-18.1pp |
| Employer contribution / active EE | $780 | $1,991-60.8% | $4,676-83.3% | $2,727-71.4% |
| Participant deferral / active EE | $1,799 | $2,825-36.3% | $5,629-68.0% | $4,649-61.3% |
| Admin fee / account holder | $0 | $436-100.0% | $15,914-100.0% | $433-100.0% |