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| Provider | Service type | Compensation |
|---|---|---|
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 15 · EIN 31-0841368 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $55,092 | $66,319-16.9% | $93,621-41.2% | $65,186-15.5% |
| Participation rate | 69.9% | 74.0%-4.1pp | 75.8%-5.9pp | 70.2%-0.3pp |
| Annual return | 10.40% | 42.59%-32.2pp | 32.76%-22.4pp | 29.39%-19.0pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $256 | $6,900-96.3% | $7,890-96.8% | $847-69.8% |