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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,801 |
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).
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 | $7,343 | $55,453-86.8% | $170,435-95.7% | $62,293-88.2% |
| Participation rate | 97.7% | 66.4%+31.3pp | 83.6%+14.1pp | 69.5%+28.2pp |
| Annual return | 19.70% | 21.38%-1.7pp | 205.94%-186.2pp | 28.90%-9.2pp |
| Employer contribution / active EE | $641 | $2,164-70.4% | $5,432-88.2% | $2,042-68.6% |
| Participant deferral / active EE | $1,393 | $2,303-39.5% | $4,939-71.8% | $3,169-56.1% |
| Admin fee / account holder | $65 | $455-85.7% | $13,881-99.5% | $479-86.4% |