Filed April 21, 2025
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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT TRUST COMPANY1 year Service code 18 · EIN 43-1971558 | Custodial (other than securities); Cu... | $5,677 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,792 | $113,016-62.1% | $103,486-58.6% | $74,459-42.5% |
| Participation rate | 93.9% | 80.8%+13.1pp | 80.5%+13.3pp | 67.2%+26.6pp |
| Annual return | 44.69% | 23.24%+21.4pp | 23.93%+20.8pp | 1369.70%-1325.0pp |
| Employer contribution / active EE | $0 | $4,881-100.0% | $4,679-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $15,360 | $7,279+111.0% | $6,628+131.7% | $4,350+253.1% |
| Admin fee / account holder | $29 | $1,709-98.3% | $9,354-99.7% | $1,945-98.5% |