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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,524 |
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 | $6,854 | $52,961-87.1% | $172,752-96.0% | $65,185-89.5% |
| Participation rate | 96.7% | 66.2%+30.5pp | 82.6%+14.1pp | 70.2%+26.5pp |
| Annual return | 24.35% | 30.12%-5.8pp | 802.97%-778.6pp | 29.38%-5.0pp |
| Employer contribution / active EE | $591 | $2,190-73.0% | $5,144-88.5% | $2,177-72.9% |
| Participant deferral / active EE | $1,287 | $2,471-47.9% | $5,198-75.2% | $3,514-63.4% |
| Admin fee / account holder | $49 | $472-89.7% | $13,955-99.7% | $847-94.2% |