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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $4,425 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,608 | $55,458-57.4% | $76,030-68.9% | $77,762-69.6% |
| Participation rate | 98.1% | 63.6%+34.5pp | 69.1%+29.0pp | 70.6%+27.5pp |
| Annual return | 16.25% | 17.10%-0.8pp | 361.54%-345.3pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,312 | $1,792-26.8% | $2,688-51.2% | $2,728-51.9% |
| Participant deferral / active EE | $2,030 | $3,454-41.2% | $4,257-52.3% | $4,651-56.4% |
| Admin fee / account holder | $13 | $411-96.7% | $6,421-99.8% | $433-96.9% |