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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $26,208 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,999 | $50,860-86.2% | $155,574-95.5% | $77,714-91.0% |
| Participation rate | 97.2% | 63.1%+34.1pp | 78.2%+19.0pp | 70.6%+26.6pp |
| Annual return | 10.41% | 34.86%-24.5pp | 64.87%-54.5pp | 31.26%-20.8pp |
| Employer contribution / active EE | $574 | $1,991-71.2% | $4,676-87.7% | $2,727-79.0% |
| Participant deferral / active EE | $1,346 | $2,825-52.3% | $5,629-76.1% | $4,649-71.0% |
| Admin fee / account holder | $64 | $436-85.4% | $15,914-99.6% | $433-85.3% |