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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $6,906 |
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 | $14,982 | $86,341-82.6% | $125,195-88.0% | $65,186-77.0% |
| Participation rate | 97.3% | 75.3%+22.0pp | 79.8%+17.6pp | 70.2%+27.1pp |
| Annual return | 23.98% | 27.44%-3.5pp | 43.79%-19.8pp | 29.39%-5.4pp |
| Employer contribution / active EE | $787 | $2,040-61.4% | $3,866-79.6% | $2,177-63.8% |
| Participant deferral / active EE | $2,266 | $3,538-36.0% | $4,937-54.1% | $3,514-35.5% |
| Admin fee / account holder | $20 | $609-96.8% | $9,704-99.8% | $847-97.7% |