Filed December 28, 1998 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
US BANK2 years Filed as: U.S. BANK, NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $202,494 |
BSI11+ years Service code 15 · EIN 95-4396363 | Recordkeeping | $181,678 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $36,608 |
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.
Assets per participant exceed $250,000 - top-decile high-value 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,455 | $126,505+161.2% | $115,599+185.9% | $126,505+161.2% |
| Participation rate | 13.2% | 81.0%-67.8pp | 74.3%-61.1pp | 81.0%-67.8pp |
| Annual return | 6.37% | 14.86%-8.5pp | 111.10%-104.7pp | 14.86%-8.5pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $2,955-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $0 | $6,313-100.0% | $4,889-100.0% | $6,313-100.0% |
| Admin fee / account holder | $157 | $145+8.1% | $12,841-98.8% | $145+8.1% |