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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $6,975 |
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 | $5,032 | $65,092-92.3% | $143,799-96.5% | $66,938-92.5% |
| Participation rate | 96.6% | 65.2%+31.4pp | 80.3%+16.3pp | 69.8%+26.8pp |
| Annual return | -18.48% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $572 | $2,362-75.8% | $4,952-88.5% | $2,545-77.5% |
| Participant deferral / active EE | $1,286 | $2,920-56.0% | $5,638-77.2% | $4,238-69.6% |
| Admin fee / account holder | $3 | $502-99.4% | $14,677-100.0% | $594-99.5% |