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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $7,750 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,713 | $72,770-79.8% | $67,653-78.3% | $55,191-73.3% |
| Participation rate | 92.5% | 78.8%+13.7pp | 75.7%+16.8pp | 69.2%+23.3pp |
| Annual return | -0.47% | -3.26%+2.8pp | 6625.22%-6625.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $615 | $1,769-65.2% | $2,266-72.8% | $1,899-67.6% |
| Participant deferral / active EE | $1,625 | $3,408-52.3% | $3,560-54.4% | $3,046-46.7% |
| Admin fee / account holder | $26 | $79-66.4% | $4,821-99.5% | $91-70.9% |