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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $3,300 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,173 | $58,093-54.9% | $80,022-67.3% | $56,287-53.5% |
| Participation rate | 99.5% | 73.6%+25.9pp | 75.8%+23.7pp | 69.9%+29.6pp |
| Annual return | 2.83% | 34.63%-31.8pp | 11.22%-8.4pp | -9.96%+12.8pp |
| Employer contribution / active EE | $2,753 | $1,933+42.4% | $2,468+11.5% | $2,111+30.4% |
| Participant deferral / active EE | $7,882 | $3,136+151.4% | $3,686+113.9% | $3,350+135.3% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |