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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS7 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $43,814 |
US BANK7 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $13,160 |
Filed as: HARDING SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 21 SE 3RD ST. · EVANSVILLE, IN 47708 | Accounting | $12,300 |
MCHENRY ADVISERS, INC.7 years Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $8,106 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 3.51% | 6.37%-2.9pp | 8.04%-4.5pp | 7.65%-4.1pp |
| Employer contribution / active EE | $24,049 | $48,951-50.9% | $42,693-43.7% | $20,582+16.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |