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| Provider | Service type | Compensation |
|---|---|---|
RIVERPOINT CAPITAL MANAGEMENT2+ years Filed as: RIVERPOINT CAPITAL Service code 28 · EIN 80-0861455 | Investment Management | $45,623 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $944 |
US BANK1 year Filed as: US BANCORP ASSET MANAGEMENT, INC. Service code 99 · EIN 41-2003732 | Other Fees | $0 |
US BANK1 year Filed as: US BANKCORP ASSET MANAGEMENT, INC. Service code 99 | Other Fees | $0 |
US BANK1 year Filed as: US BANKCORP FUND SERVICES, LLC Service code 99 · EIN 39-1939072 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,967 | $76,551+1.8% | $123,894-37.1% | $62,881+24.0% |
| Participation rate | 97.4% | 73.0%+24.4pp | 81.4%+16.0pp | 69.3%+28.1pp |
| Annual return | 7.50% | 18.68%-11.2pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,937 | $2,882+36.6% | $4,617-14.7% | $2,281+72.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $408 | $4,826-91.6% | $8,357-95.1% | $4,296-90.5% |