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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 | $83,002-52.2% | $98,090-59.6% | $64,097-38.1% |
| Participation rate | 69.8% | 75.0%-5.2pp | 81.5%-11.7pp | 55.2%+14.6pp |
| Annual return | 21.74% | 38.51%-16.8pp | 37.05%-15.3pp | 34.64%-12.9pp |
| Employer contribution / active EE | $2,306 | $2,749-16.1% | $3,606-36.0% | $1,891+21.9% |
| Participant deferral / active EE | $4,420 | $6,787-34.9% | $7,845-43.7% | $3,080+43.5% |
| Admin fee / account holder | $78 | $3,015-97.4% | $11,815-99.3% | $3,454-97.7% |