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| Provider | Service type | Compensation |
|---|---|---|
EXTRACO BANKS1 year Filed as: EXTRACO BANKS N.A. Service code 27 · EIN 74-0935612 | Advisory (Plan) | $42,998 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,094 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,601 | $91,439+176.3% | $135,974+85.8% | $71,511+253.2% |
| Participation rate | 91.9% | 75.7%+16.3pp | 81.9%+10.0pp | 67.9%+24.0pp |
| Annual return | 12.00% | 29.90%-17.9pp | 68.30%-56.3pp | 28.86%-16.9pp |
| Employer contribution / active EE | $10,887 | $3,705+193.9% | $4,859+124.1% | $2,589+320.5% |
| Participant deferral / active EE | $8,043 | $7,093+13.4% | $7,760+3.7% | $4,291+87.5% |
| Admin fee / account holder | $415 | $1,267-67.2% | $10,767-96.1% | $1,588-73.9% |