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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $660 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,023 | $61,166-85.2% | $185,849-95.1% | $79,391-88.6% |
| Participation rate | 89.2% | 66.6%+22.5pp | 81.7%+7.4pp | 70.7%+18.4pp |
| Annual return | 12.10% | 19.45%-7.3pp | 122.10%-110.0pp | 116.88%-104.8pp |
| Employer contribution / active EE | $225 | $2,321-90.3% | $5,169-95.7% | $2,428-90.7% |
| Participant deferral / active EE | $1,051 | $2,789-62.3% | $5,569-81.1% | $4,046-74.0% |
| Admin fee / account holder | $3 | $710-99.6% | $16,244-100.0% | $627-99.5% |