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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,177 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,249 | $101,591-64.3% | $147,096-75.4% | $74,429-51.3% |
| Participation rate | 93.8% | 75.5%+18.2pp | 82.2%+11.6pp | 67.2%+26.5pp |
| Annual return | 31.57% | 8746.45%-8714.9pp | 419.75%-388.2pp | 1368.38%-1336.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,836 | $7,302+21.0% | $8,071+9.5% | $4,348+103.2% |
| Admin fee / account holder | $28 | $1,750-98.4% | $13,005-99.8% | $1,944-98.6% |