Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $10,812 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,718 | $73,638-82.7% | $95,968-86.7% | $73,501-82.7% |
| Participation rate | 90.8% | 76.2%+14.6pp | 77.1%+13.7pp | 70.7%+20.1pp |
| Annual return | 10.26% | 16.78%-6.5pp | 91.65%-81.4pp | 28.51%-18.3pp |
| Employer contribution / active EE | $1,058 | $1,863-43.2% | $2,542-58.4% | $2,270-53.4% |
| Participant deferral / active EE | $1,931 | $3,617-46.6% | $4,167-53.7% | $3,740-48.4% |
| Admin fee / account holder | $70 | $482-85.4% | $6,798-99.0% | $513-86.3% |