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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $1,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,310 | $79,523-34.2% | $140,019-62.6% | $56,287-7.1% |
| Participation rate | 71.6% | 85.7%-14.2pp | 87.5%-15.9pp | 69.9%+1.7pp |
| Annual return | -4.87% | 2.39%-7.3pp | 651.15%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $923 | $3,350-72.4% | $5,605-83.5% | $2,111-56.3% |
| Participant deferral / active EE | $2,602 | $5,129-49.3% | $6,927-62.4% | $3,350-22.3% |
| Admin fee / account holder | $65 | $614-89.5% | $10,705-99.4% | $521-87.6% |