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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,280 |
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.
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 | $16,164 | $56,540-71.4% | $185,851-91.3% | $86,821-81.4% |
| Participation rate | 74.8% | 65.5%+9.3pp | 81.7%-6.9pp | 72.3%+2.5pp |
| Annual return | 9.09% | 118.20%-109.1pp | 122.11%-113.0pp | 97.94%-88.8pp |
| Employer contribution / active EE | $228 | $1,844-87.7% | $5,168-95.6% | $2,406-90.5% |
| Participant deferral / active EE | $1,035 | $2,555-59.5% | $5,569-81.4% | $4,132-75.0% |
| Admin fee / account holder | $3 | $150-97.7% | $16,245-100.0% | $170-98.0% |