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| Provider | Service type | Compensation |
|---|---|---|
US BANK9+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 39-1939072 | Securities Custodian | $35,927 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $116,914-100.0% | $116,914-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 20.2%-20.2pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 9.05% | 7.69%+1.4pp | 8.92%+0.1pp | 13.05%-4.0pp |
| Employer contribution / active EE | $1,800 | $38,144-95.3% | $24,457-92.6% | $37,664-95.2% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $692-100.0% | $692-100.0% | $31,365-100.0% |