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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $24,074 |
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 | $15,266 | $51,288-70.2% | $81,982-81.4% | $73,412-79.2% |
| Participation rate | 99.7% | 64.0%+35.7pp | 69.3%+30.4pp | 72.2%+27.5pp |
| Annual return | 16.66% | 29.48%-12.8pp | 41.31%-24.7pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,185 | $1,487-20.3% | $2,498-52.6% | $2,234-47.0% |
| Participant deferral / active EE | $1,629 | $2,715-40.0% | $3,722-56.2% | $3,806-57.2% |
| Admin fee / account holder | $101 | $125-19.8% | $5,665-98.2% | $158-36.3% |