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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 | $9,411 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $33,208 | $77,908-57.4% | $149,696-77.8% | $75,173-55.8% |
| Participation rate | 92.0% | 65.6%+26.5pp | 78.8%+13.3pp | 67.2%+24.8pp |
| Annual return | 8.93% | 31.73%-22.8pp | 134.46%-125.5pp | 160.72%-151.8pp |
| Employer contribution / active EE | $2,273 | $3,138-27.6% | $4,821-52.9% | $2,671-14.9% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,950-100.0% | $13,212-100.0% | $5,651-100.0% |