Filed October 9, 2024
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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK2+ years Filed as: CUNI, RUST & STRENK, INC. Service code 11 · EIN 31-1227755 | Actuarial | $61,350 |
FUND DIRECT ADVISORS2+ years Filed as: FUND EVALUATION GROUP Service code 27 · EIN 31-1229770 | Advisory (Plan) | $56,877 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $28,309 |
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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 | $0 | $0 | $107,664-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 16.34% | 13.43%+2.9pp | 337.46%-321.1pp | 17.84%-1.5pp |
| Employer contribution / active EE | $11,408 | $21,964-48.1% | $20,191-43.5% | $14,688-22.3% |
| Participant deferral / active EE | $0 | $2-100.0% | $30-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,663-100.0% | - |