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| Provider | Service type | Compensation |
|---|---|---|
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 13 · EIN 31-0841368 | Contract Administrator | $98,021 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -10.67% | -13.10%+2.4pp | 0.46%-11.1pp | 2.77%-13.4pp |
| Employer contribution / active EE | $0 | $16,278-100.0% | $35,480-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |