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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,360 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,189 | $59,402-66.0% | $93,654-78.4% | $74,546-72.9% |
| Participation rate | 70.9% | 59.7%+11.3pp | 68.7%+2.2pp | 67.2%+3.7pp |
| Annual return | 18.36% | 81.86%-63.5pp | 133.34%-115.0pp | 1366.03%-1347.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,721 | $3,049-43.6% | $4,413-61.0% | $4,347-60.4% |
| Admin fee / account holder | $107 | $3,023-96.5% | $8,282-98.7% | $1,944-94.5% |