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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $6,805 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,839 | $57,108-79.3% | $94,229-87.4% | $52,331-77.4% |
| Participation rate | 96.4% | 72.9%+23.5pp | 78.8%+17.6pp | 68.1%+28.3pp |
| Annual return | -0.25% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.8pp |
| Employer contribution / active EE | $804 | $1,735-53.6% | $3,587-77.6% | $1,882-57.3% |
| Participant deferral / active EE | $2,033 | $3,040-33.1% | $4,320-53.0% | $3,022-32.7% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |