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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,860 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,698 | $56,540-82.8% | $185,849-94.8% | $86,821-88.8% |
| Participation rate | 73.4% | 65.5%+7.9pp | 81.7%-8.3pp | 72.3%+1.1pp |
| Annual return | 13.60% | 118.20%-104.6pp | 122.10%-108.5pp | 97.94%-84.3pp |
| Employer contribution / active EE | $166 | $1,844-91.0% | $5,169-96.8% | $2,406-93.1% |
| Participant deferral / active EE | $773 | $2,555-69.7% | $5,569-86.1% | $4,132-81.3% |
| Admin fee / account holder | $4 | $150-97.4% | $16,244-100.0% | $170-97.7% |