Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
US BANK10+ years Service code 21 · EIN 41-0417860 | Bank Trustee | $106,997 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $33,657 |
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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 | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 9.80% | 10.25%-0.4pp | 8.34%+1.5pp | 8.21%+1.6pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |