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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $6,696 |
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 | $19,446 | $83,090-76.6% | $130,062-85.0% | $71,529-72.8% |
| Participation rate | 96.6% | 74.1%+22.4pp | 78.5%+18.0pp | 67.9%+28.6pp |
| Annual return | 17.53% | 20.61%-3.1pp | -137.37%+154.9pp | 28.97%-11.4pp |
| Employer contribution / active EE | $963 | $2,624-63.3% | $4,322-77.7% | $2,590-62.8% |
| Participant deferral / active EE | $2,443 | $4,436-44.9% | $5,821-58.0% | $4,291-43.1% |
| Admin fee / account holder | $25 | $1,727-98.5% | $10,601-99.8% | $1,588-98.4% |