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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $12,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,673 | $82,879-52.1% | $96,576-58.9% | $67,986-41.6% |
| Participation rate | 69.8% | 75.2%-5.3pp | 81.4%-11.6pp | 57.2%+12.6pp |
| Annual return | 21.74% | 36.90%-15.2pp | 38.47%-16.7pp | 31.67%-9.9pp |
| Employer contribution / active EE | $2,306 | $2,727-15.4% | $3,553-35.1% | $2,019+14.2% |
| Participant deferral / active EE | $4,420 | $6,976-36.6% | $7,956-44.4% | $3,358+31.6% |
| Admin fee / account holder | $78 | $2,783-97.2% | $11,381-99.3% | $3,203-97.5% |