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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $27,765 |
CAVANAGH & O'HARA1+ years Service code 29 · EIN 37-1259635 | Legal | $27,130 |
ROMOLO & ASSOCIATES1+ years Service code 10 · EIN 37-1077733 | Accounting | $13,593 |
STEWART C. MILLER & CO., INC.1+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $9,720 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,667-100.0% | $123,105-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 86.8%-86.8pp | 68.1%-68.1pp |
| Annual return | -0.74% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $7,175 | $2,946+143.6% | $5,151+39.3% | $1,882+281.3% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |