Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK2 years Service code 21 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Bank Trustee | $11,983 |
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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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -24.71% | 93.59%-118.3pp | 22.50%-47.2pp | 39.82%-64.5pp |
| Employer contribution / active EE | $28,764 | $17,832+61.3% | $33,849-15.0% | $19,980+44.0% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |