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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 | $101,499-74.8% | $147,005-82.6% | $74,546-65.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.61% | 8732.34%-8707.7pp | 418.76%-394.2pp | 1366.03%-1341.4pp |
| Employer contribution / active EE | $5,103 | $3,811+33.9% | $4,934+3.4% | $2,624+94.5% |
| Participant deferral / active EE | $6,351 | $7,304-13.1% | $8,070-21.3% | $4,347+46.1% |
| Admin fee / account holder | $50 | $1,748-97.1% | $13,006-99.6% | $1,944-97.4% |