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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,072 |
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 | $6,974 | $61,166-88.6% | $185,837-96.2% | $79,393-91.2% |
| Participation rate | 98.5% | 66.6%+31.9pp | 81.7%+16.8pp | 70.7%+27.8pp |
| Annual return | 16.28% | 19.45%-3.2pp | 122.08%-105.8pp | 116.87%-100.6pp |
| Employer contribution / active EE | $643 | $2,321-72.3% | $5,168-87.6% | $2,428-73.5% |
| Participant deferral / active EE | $1,426 | $2,789-48.9% | $5,568-74.4% | $4,046-64.8% |
| Admin fee / account holder | $2 | $710-99.7% | $16,241-100.0% | $627-99.6% |