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| Provider | Service type | Compensation |
|---|---|---|
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $39,686 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $49,031 | $58,093-15.6% | $80,022-38.7% | $56,289-12.9% |
| Participation rate | 81.7% | 73.6%+8.1pp | 75.8%+5.9pp | 69.9%+11.8pp |
| Annual return | 1.30% | 34.63%-33.3pp | 11.22%-9.9pp | -9.96%+11.3pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $201 | $623-67.8% | $6,521-96.9% | $521-61.5% |