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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $14,562 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,411 | $50,919-85.4% | $155,556-95.2% | $77,762-90.5% |
| Participation rate | 73.8% | 63.1%+10.7pp | 78.2%-4.4pp | 70.6%+3.2pp |
| Annual return | 10.98% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $211 | $1,991-89.4% | $4,675-95.5% | $2,728-92.3% |
| Participant deferral / active EE | $1,018 | $2,824-63.9% | $5,631-81.9% | $4,651-78.1% |
| Admin fee / account holder | $16 | $437-96.3% | $15,885-99.9% | $433-96.3% |