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| Provider | Service type | Compensation |
|---|---|---|
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $40,461 |
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 | $54,535 | $63,314-13.9% | $91,004-40.1% | $62,293-12.5% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.6%+23.6pp | 69.5%+29.7pp |
| Annual return | 15.62% | 21.00%-5.4pp | 4.60%+11.0pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,409 | $1,807+88.6% | $2,456+38.8% | $2,042+66.9% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $142 | $468-69.7% | $5,417-97.4% | $479-70.5% |