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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $8,188 |
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 | $18,203 | $81,494-77.7% | $133,978-86.4% | $73,497-75.2% |
| Participation rate | 96.7% | 76.4%+20.4pp | 79.8%+16.9pp | 70.7%+26.1pp |
| Annual return | 15.23% | 19.40%-4.2pp | 45.10%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $784 | $2,210-64.5% | $3,919-80.0% | $2,270-65.4% |
| Participant deferral / active EE | $2,077 | $3,787-45.2% | $5,047-58.9% | $3,740-44.5% |
| Admin fee / account holder | $23 | $713-96.8% | $8,930-99.7% | $513-95.5% |