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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $35,987 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 61-0722001 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $10,108 |
Filed as: HARDING SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 21 SE 3RD ST. · EVANSVILLE, IN 47708 | Accounting | $9,600 |
MCHENRY ADVISERS, INC.3 years Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $8,539 |
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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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 6.83% | 6915.14%-6908.3pp | 380.71%-373.9pp | 627.08%-620.3pp |
| Employer contribution / active EE | $27,971 | $39,618-29.4% | $45,089-38.0% | $18,824+48.6% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |