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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 | $55,402-57.4% | $76,089-69.0% | $77,714-69.6% |
| Participation rate | 98.1% | 63.6%+34.5pp | 69.1%+29.0pp | 70.6%+27.5pp |
| Annual return | 16.25% | 17.09%-0.8pp | 360.94%-344.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $1,312 | $1,789-26.7% | $2,690-51.2% | $2,727-51.9% |
| Participant deferral / active EE | $2,030 | $3,450-41.2% | $4,259-52.3% | $4,649-56.3% |
| Admin fee / account holder | $13 | $410-96.7% | $6,418-99.8% | $433-96.9% |