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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,643 | $61,356-89.2% | $149,696-95.6% | $71,511-90.7% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 18.32% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $630 | $2,382-73.5% | $4,821-86.9% | $2,589-75.7% |
| Participant deferral / active EE | $1,447 | $2,920-50.4% | $5,682-74.5% | $4,291-66.3% |
| Admin fee / account holder | $3 | $1,263-99.8% | $13,212-100.0% | $1,588-99.8% |