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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $9,104 |
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 | $10,349 | $66,302-84.4% | $110,243-90.6% | $56,289-81.6% |
| Participation rate | 97.4% | 74.9%+22.5pp | 79.8%+17.6pp | 69.9%+27.6pp |
| Annual return | -3.69% | -1.18%-2.5pp | 314.76%-318.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $786 | $2,047-61.6% | $3,827-79.5% | $2,111-62.8% |
| Participant deferral / active EE | $2,308 | $3,381-31.7% | $4,672-50.6% | $3,350-31.1% |
| Admin fee / account holder | $16 | $698-97.7% | $8,548-99.8% | $521-96.9% |