Filed December 5, 2024 (most recent of 5 filings on file)
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $13,818 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 14.69% | 10.92%+3.8pp | 8.54%+6.2pp | 9.77%+4.9pp |
| Employer contribution / active EE | $0 | $19,775-100.0% | $26,203-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |