Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $85,689 | $81,537+5.1% | $149,716-42.8% | $69,631+23.1% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 11.47% | 22.79%-11.3pp | 1501.67%-1490.2pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $3,268 | $3,239+0.9% | $5,444-40.0% | $2,032+60.8% |
| Participant deferral / active EE | $3,011 | $4,994-39.7% | $6,568-54.2% | $3,224-6.6% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |