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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,080 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,763 | $46,173-87.5% | $170,435-96.6% | $69,631-91.7% |
| Participation rate | 91.1% | 63.9%+27.2pp | 83.6%+7.5pp | 70.7%+20.4pp |
| Annual return | 12.83% | 21.62%-8.8pp | 205.94%-193.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $198 | $1,610-87.7% | $5,432-96.4% | $2,032-90.3% |
| Participant deferral / active EE | $909 | $2,080-56.3% | $4,939-81.6% | $3,224-71.8% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |