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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 | $59,467-66.0% | $93,727-78.5% | $74,478-72.9% |
| Participation rate | 70.9% | 59.6%+11.3pp | 68.7%+2.2pp | 67.2%+3.7pp |
| Annual return | 18.36% | 82.14%-63.8pp | 133.83%-115.5pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,721 | $3,052-43.6% | $4,417-61.0% | $4,350-60.4% |
| Admin fee / account holder | $107 | $3,028-96.5% | $8,292-98.7% | $1,946-94.5% |