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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $27,599 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,504 | $58,347-66.6% | $85,709-77.2% | $86,821-77.5% |
| Participation rate | 99.6% | 64.9%+34.7pp | 69.9%+29.8pp | 72.3%+27.3pp |
| Annual return | 16.56% | 18.43%-1.9pp | 21.49%-4.9pp | 97.94%-81.4pp |
| Employer contribution / active EE | $1,153 | $1,751-34.1% | $2,619-56.0% | $2,406-52.1% |
| Participant deferral / active EE | $1,853 | $3,065-39.6% | $3,924-52.8% | $4,132-55.2% |
| Admin fee / account holder | $94 | $147-36.3% | $6,876-98.6% | $170-44.6% |