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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $2,500 |
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 | $22,509 | $79,519-71.7% | $95,956-76.5% | $73,412-69.3% |
| Participation rate | 92.5% | 81.2%+11.4pp | 77.1%+15.5pp | 72.2%+20.4pp |
| Annual return | 4.56% | 19.20%-14.6pp | 91.63%-87.1pp | 59.30%-54.7pp |
| Employer contribution / active EE | $624 | $2,048-69.5% | $2,541-75.4% | $2,234-72.0% |
| Participant deferral / active EE | $2,145 | $4,138-48.2% | $4,167-48.5% | $3,806-43.6% |
| Admin fee / account holder | $8 | $184-95.4% | $6,797-99.9% | $158-94.7% |