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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 | $146,615 | $102,429+43.1% | $147,096-0.3% | $80,925+81.2% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 12.85% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $4,085 | $3,716+9.9% | $4,936-17.2% | $2,756+48.2% |
| Participant deferral / active EE | $13,307 | $6,649+100.1% | $8,071+64.9% | $4,299+209.6% |
| Admin fee / account holder | $2 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |