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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $9,918 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,844 | $69,305-71.4% | $82,312-75.9% | $69,631-71.5% |
| Participation rate | 90.3% | 80.3%+10.1pp | 76.9%+13.4pp | 70.7%+19.6pp |
| Annual return | 3.35% | 21.47%-18.1pp | 25.88%-22.5pp | 27571.02%-27567.7pp |
| Employer contribution / active EE | $639 | $1,887-66.1% | $2,428-73.7% | $2,032-68.6% |
| Participant deferral / active EE | $1,721 | $3,568-51.8% | $3,706-53.6% | $3,224-46.6% |
| Admin fee / account holder | $46 | $97-52.4% | $5,608-99.2% | $110-58.1% |