Filed December 22, 2020
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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Service code 21 · EIN 41-0417860 | Bank Trustee | $56,031 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | -1.70% | -0.83%-0.9pp | -1.08%-0.6pp | 2.81%-4.5pp |
| Employer contribution / active EE | $4,542 | $22,474-79.8% | $35,779-87.3% | $16,358-72.2% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |