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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $11,078 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 61-0722001 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $7,500 |
MCHENRY ADVISERS, INC.1 year Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $5,969 |
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Participant 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 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | 0.57% | -2.53%+3.1pp | -61.72%+62.3pp | -0.69%+1.3pp |
| Employer contribution / active EE | $33,503 | $37,001-9.5% | $47,703-29.8% | $16,786+99.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |