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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $113,804 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,098 | $53,165-13.3% | $86,216-46.5% | $74,460-38.1% |
| Participation rate | 95.4% | 64.9%+30.6pp | 69.0%+26.5pp | 70.7%+24.7pp |
| Annual return | 16.65% | 22.64%-6.0pp | 1169.42%-1152.8pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,100 | $1,210-9.1% | $2,382-53.8% | $2,638-58.3% |
| Participant deferral / active EE | $2,266 | $3,234-29.9% | $3,986-43.2% | $4,530-50.0% |
| Admin fee / account holder | $131 | $551-76.2% | $6,853-98.1% | $348-62.2% |