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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,665 | $47,180-68.9% | $149,723-90.2% | $74,473-80.3% |
| Participation rate | 69.1% | 63.4%+5.7pp | 78.8%-9.7pp | 70.7%-1.7pp |
| Annual return | 20.62% | 22.75%-2.1pp | 134.50%-113.9pp | 34.36%-13.7pp |
| Employer contribution / active EE | $784 | $1,907-58.9% | $4,821-83.7% | $2,638-70.3% |
| Participant deferral / active EE | $1,794 | $2,730-34.3% | $5,682-68.4% | $4,530-60.4% |
| Admin fee / account holder | $0 | $343-100.0% | $13,215-100.0% | $347-100.0% |