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| Provider | Service type | Compensation |
|---|---|---|
EXCHANGE BANK1+ years Service code 21 · EIN 68-0301626 | Bank Trustee | $6,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,884 | $47,078-47.1% | $100,671-75.3% | $55,191-54.9% |
| Participation rate | 47.9% | 58.0%-10.2pp | 70.7%-22.9pp | 69.2%-21.3pp |
| Annual return | 1.09% | 0.65%+0.4pp | 20.43%-19.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $61 | $1,065-94.3% | $4,012-98.5% | $1,899-96.8% |
| Participant deferral / active EE | $1,002 | $2,038-50.8% | $3,144-68.1% | $3,046-67.1% |
| Admin fee / account holder | $17 | $153-88.9% | $4,850-99.7% | $91-81.3% |