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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,254 | $106,864+53.7% | $147,318+11.5% | $82,637+98.8% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 15.08% | 27.49%-12.4pp | 70.43%-55.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $4,007 | $3,417+17.3% | $4,593-12.8% | $2,552+57.0% |
| Participant deferral / active EE | $10,937 | $6,496+68.4% | $7,906+38.3% | $4,126+165.1% |
| Admin fee / account holder | $2 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |