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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $10,107 |
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 | $25,613 | $101,653-74.8% | $147,080-82.6% | $74,459-65.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.61% | 8754.98%-8730.4pp | 420.17%-395.6pp | 1369.70%-1345.1pp |
| Employer contribution / active EE | $5,103 | $3,813+33.8% | $4,933+3.4% | $2,626+94.4% |
| Participant deferral / active EE | $6,351 | $7,304-13.1% | $8,066-21.3% | $4,350+46.0% |
| Admin fee / account holder | $50 | $1,752-97.1% | $12,989-99.6% | $1,945-97.4% |