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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,745 |
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 | $13,665 | $49,451-72.4% | $79,580-82.8% | $66,938-79.6% |
| Participation rate | 73.8% | 61.3%+12.4pp | 69.5%+4.3pp | 69.8%+3.9pp |
| Annual return | -9.80% | 84.25%-94.1pp | 0.15%-10.0pp | 1.58%-11.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,221 | $3,159-29.7% | $3,985-44.3% | $4,238-47.6% |
| Admin fee / account holder | $129 | $595-78.3% | $6,835-98.1% | $594-78.2% |