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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $10,932 |
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).
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 | $11,793 | $46,423-74.6% | $75,900-84.5% | $67,582-82.6% |
| Participation rate | 99.7% | 63.1%+36.6pp | 69.3%+30.4pp | 71.3%+28.4pp |
| Annual return | 24.24% | 32.29%-8.1pp | 30.73%-6.5pp | 378.57%-354.3pp |
| Employer contribution / active EE | $1,062 | $1,406-24.5% | $2,501-57.5% | $2,148-50.5% |
| Participant deferral / active EE | $1,456 | $2,564-43.2% | $3,604-59.6% | $3,539-58.9% |
| Admin fee / account holder | $35 | $132-73.5% | $5,421-99.4% | $142-75.4% |