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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (securities); Custodial (ot... | $5,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,410 | $101,539-57.2% | $147,041-70.5% | $74,400-41.7% |
| Participation rate | 98.0% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.8pp |
| Annual return | 25.20% | 8740.84%-8715.6pp | 419.21%-394.0pp | 1367.51%-1342.3pp |
| Employer contribution / active EE | $4,190 | $3,811+9.9% | $4,935-15.1% | $2,624+59.6% |
| Participant deferral / active EE | $9,018 | $7,304+23.5% | $8,071+11.7% | $4,348+107.4% |
| Admin fee / account holder | $31 | $1,749-98.2% | $13,006-99.8% | $1,944-98.4% |