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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,556 | $138,386-51.9% | $184,260-63.9% | $80,935-17.8% |
| Participation rate | 86.6% | 83.9%+2.7pp | 86.8%-0.2pp | 67.7%+18.9pp |
| Annual return | 8.10% | 20.02%-11.9pp | 28.84%-20.7pp | 35.66%-27.6pp |
| Employer contribution / active EE | $1,129 | $4,851-76.7% | $6,427-82.4% | $2,757-59.0% |
| Participant deferral / active EE | $3,141 | $7,076-55.6% | $9,133-65.6% | $4,299-26.9% |
| Admin fee / account holder | $6 | $10,489-99.9% | $13,898-100.0% | $6,924-99.9% |