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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $9,672 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,532 | $86,692-80.9% | $119,634-86.2% | $66,949-75.3% |
| Participation rate | 96.2% | 75.6%+20.6pp | 79.3%+17.0pp | 69.8%+26.4pp |
| Annual return | -17.37% | -8.00%-9.4pp | -14.98%-2.4pp | 1.57%-18.9pp |
| Employer contribution / active EE | $826 | $2,536-67.4% | $4,232-80.5% | $2,545-67.5% |
| Participant deferral / active EE | $2,333 | $4,360-46.5% | $5,601-58.4% | $4,239-45.0% |
| Admin fee / account holder | $27 | $755-96.5% | $10,329-99.7% | $594-95.5% |