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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 | $101,591-74.8% | $147,096-82.6% | $74,429-65.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 24.61% | 8746.45%-8721.8pp | 419.75%-395.1pp | 1368.38%-1343.8pp |
| Employer contribution / active EE | $5,103 | $3,813+33.9% | $4,936+3.4% | $2,625+94.4% |
| Participant deferral / active EE | $6,351 | $7,302-13.0% | $8,071-21.3% | $4,348+46.1% |
| Admin fee / account holder | $50 | $1,750-97.1% | $13,005-99.6% | $1,944-97.4% |