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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Filed as: U.S. BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $28,385 |
CAVANAGH & O'HARA2+ years Service code 29 · EIN 37-1259635 | Legal | $26,573 |
ROMOLO & ASSOCIATES2+ years Service code 10 · EIN 37-1077733 | Accounting | $13,395 |
STEWART C. MILLER & CO., INC.2+ years Service code 13 · EIN 35-1820020 | Contract Administrator | $10,720 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,089-100.0% | $133,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 84.3%-84.3pp | 87.1%-87.1pp | 69.0%-69.0pp |
| Annual return | 6.93% | 12.11%-5.2pp | 29.29%-22.4pp | 169.23%-162.3pp |
| Employer contribution / active EE | $6,027 | $3,064+96.7% | $5,211+15.7% | $1,963+207.1% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |