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| Provider | Service type | Compensation |
|---|---|---|
US BANK6+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $78,891 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 13.42% | 12.77%+0.6pp | 90.61%-77.2pp | 12.86%+0.6pp |
| Employer contribution / active EE | $6,175 | $8,963-31.1% | $32,730-81.1% | $13,687-54.9% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |