Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE Service code 11 · EIN 86-1065772 | Actuarial | $0 |
US BANK1+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -2.46% | -1.80%-0.7pp | -2.01%-0.5pp | -7.14%+4.7pp |
| Employer contribution / active EE | $5,463 | $14,777-63.0% | $34,453-84.1% | $14,613-62.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |