Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: U. S. BANK Service code 21 TH WASHINGTON · ST LOUIS, MO 63101 | Bank Trustee | $38,751 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -25.56% | -13.54%-12.0pp | 22.50%-48.1pp | 23.41%-49.0pp |
| Employer contribution / active EE | $24,468 | $14,842+64.9% | $33,849-27.7% | $12,650+93.4% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |