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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,928 | $91,407-50.8% | $135,903-66.9% | $71,457-37.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | -19.25% | 29.90%-49.1pp | 68.23%-87.5pp | 28.85%-48.1pp |
| Employer contribution / active EE | $7,375 | $3,703+99.1% | $4,856+51.9% | $2,588+185.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $61 | $1,266-95.2% | $10,762-99.4% | $1,587-96.2% |