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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $11,008 |
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 | $16,510 | $54,717-69.8% | $86,216-80.9% | $71,511-76.9% |
| Participation rate | 72.2% | 60.1%+12.1pp | 69.0%+3.2pp | 67.9%+4.3pp |
| Annual return | 24.84% | 20.07%+4.8pp | 1169.42%-1144.6pp | 28.86%-4.0pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,986 | $3,110-36.1% | $3,986-50.2% | $4,291-53.7% |
| Admin fee / account holder | $92 | $1,922-95.2% | $6,853-98.7% | $1,588-94.2% |