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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,716 | $50,919-65.2% | $155,556-88.6% | $77,762-77.2% |
| Participation rate | 66.6% | 63.1%+3.5pp | 78.2%-11.6pp | 70.6%-4.0pp |
| Annual return | 9.37% | 34.84%-25.5pp | 64.84%-55.5pp | 31.27%-21.9pp |
| Employer contribution / active EE | $235 | $1,991-88.2% | $4,675-95.0% | $2,728-91.4% |
| Participant deferral / active EE | $1,000 | $2,824-64.6% | $5,631-82.2% | $4,651-78.5% |
| Admin fee / account holder | $3 | $437-99.4% | $15,885-100.0% | $433-99.4% |