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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 | $106,749+53.9% | $145,433+12.9% | $82,448+99.2% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.5pp |
| Annual return | 15.08% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,007 | $3,444+16.3% | $4,554-12.0% | $2,551+57.1% |
| Participant deferral / active EE | $10,937 | $6,519+67.8% | $7,897+38.5% | $4,139+164.2% |
| Admin fee / account holder | $2 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |