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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $5,400 |
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 | $39,024 | $66,319-41.2% | $93,614-58.3% | $65,185-40.1% |
| Participation rate | 99.4% | 74.0%+25.4pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 25.23% | 42.59%-17.4pp | 32.76%-7.5pp | 29.38%-4.2pp |
| Employer contribution / active EE | $1,901 | $2,013-5.6% | $2,718-30.1% | $2,177-12.7% |
| Participant deferral / active EE | $7,362 | $3,343+120.2% | $4,069+80.9% | $3,514+109.5% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,889-100.0% | $847-100.0% |