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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $8,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,199 | $79,169-61.9% | $100,415-69.9% | $74,478-59.5% |
| Participation rate | 70.6% | 79.4%-8.8pp | 81.5%-10.9pp | 67.2%+3.4pp |
| Annual return | 19.50% | 20.51%-1.0pp | 49.47%-30.0pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $1,843 | $3,017-38.9% | $3,943-53.3% | $2,626-29.8% |
| Participant deferral / active EE | $3,625 | $7,751-53.2% | $8,091-55.2% | $4,350-16.7% |
| Admin fee / account holder | $60 | $1,337-95.5% | $7,906-99.2% | $1,946-96.9% |