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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $9,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,026 | $46,332-78.4% | $143,797-93.0% | $64,824-84.5% |
| Participation rate | 88.4% | 64.2%+24.2pp | 80.3%+8.1pp | 71.5%+16.9pp |
| Annual return | -18.35% | -10.05%-8.3pp | -0.04%-18.3pp | 32.84%-51.2pp |
| Employer contribution / active EE | $807 | $1,911-57.7% | $4,952-83.7% | $2,507-67.8% |
| Participant deferral / active EE | $1,840 | $2,647-30.5% | $5,638-67.4% | $4,311-57.3% |
| Admin fee / account holder | $0 | $154-100.0% | $14,679-100.0% | $188-100.0% |