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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INSTITUTIONAL TRUST & CUSTODY Service code 21 1 US BANK PLAZA · ST. LOUIS, MO 63101 | Bank Trustee | $12,134 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,492 | $73,848-60.1% | $143,799-79.5% | $68,486-56.9% |
| Participation rate | 94.0% | 66.7%+27.4pp | 80.3%+13.7pp | 67.9%+26.2pp |
| Annual return | -11.61% | 0.91%-12.5pp | -0.04%-11.6pp | -7.85%-3.8pp |
| Employer contribution / active EE | $2,083 | $3,184-34.6% | $4,952-57.9% | $2,597-19.8% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |