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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,411 | $50,815-85.4% | $155,509-95.2% | $77,643-90.5% |
| Participation rate | 73.8% | 63.1%+10.7pp | 78.2%-4.4pp | 70.6%+3.2pp |
| Annual return | 10.98% | 34.80%-23.8pp | 64.67%-53.7pp | 31.24%-20.3pp |
| Employer contribution / active EE | $211 | $1,993-89.4% | $4,672-95.5% | $2,726-92.3% |
| Participant deferral / active EE | $1,018 | $2,822-63.9% | $5,626-81.9% | $4,647-78.1% |
| Admin fee / account holder | $16 | $437-96.3% | $15,912-99.9% | $430-96.2% |