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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $94,261 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,537 | $42,367-2.0% | $79,580-47.8% | $64,819-35.9% |
| Participation rate | 93.3% | 64.7%+28.6pp | 69.5%+23.8pp | 71.5%+21.8pp |
| Annual return | -16.05% | -12.23%-3.8pp | 0.15%-16.2pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,098 | $1,181-7.0% | $2,413-54.5% | $2,507-56.2% |
| Participant deferral / active EE | $2,282 | $3,170-28.0% | $3,985-42.7% | $4,311-47.1% |
| Admin fee / account holder | $115 | $160-27.8% | $6,835-98.3% | $188-38.6% |