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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $6,121 |
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 | $17,398 | $71,192-75.6% | $117,861-85.2% | $62,293-72.1% |
| Participation rate | 97.2% | 74.2%+23.0pp | 79.7%+17.6pp | 69.5%+27.7pp |
| Annual return | 19.45% | 18.66%+0.8pp | 335.11%-315.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $817 | $1,934-57.8% | $3,786-78.4% | $2,042-60.0% |
| Participant deferral / active EE | $2,472 | $3,189-22.5% | $4,482-44.8% | $3,169-22.0% |
| Admin fee / account holder | $19 | $587-96.8% | $8,021-99.8% | $479-96.1% |