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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $625 |
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).
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 | $7,032 | $58,895-88.1% | $178,503-96.1% | $73,497-90.4% |
| Participation rate | 98.1% | 66.2%+31.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 9.60% | 24.86%-15.3pp | 151.12%-141.5pp | 28.51%-18.9pp |
| Employer contribution / active EE | $601 | $2,236-73.1% | $5,011-88.0% | $2,270-73.5% |
| Participant deferral / active EE | $1,304 | $2,567-49.2% | $5,202-74.9% | $3,740-65.1% |
| Admin fee / account holder | $69 | $400-82.8% | $13,987-99.5% | $513-86.6% |