Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE Service code 11 · EIN 86-1065772 | Actuarial | $0 |
US BANK2+ years Service code 16 · EIN 31-0841368 718 WASHINGTON AVE · MINNEAPOLIS, MN 554021844 | Consulting | $0 |
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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 3.02% | 4.87%-1.8pp | 5.00%-2.0pp | 4.56%-1.5pp |
| Employer contribution / active EE | $14,668 | $14,613+0.4% | $35,918-59.2% | $15,526-5.5% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |