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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS5 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $50,924 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $10,198 |
Filed as: HARDING SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 21 SE 3RD ST. · EVANSVILLE, IN 47708 | Accounting | $10,150 |
MCHENRY ADVISERS, INC.5 years Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $9,228 |
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Participant contribution per participant 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 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -7.74% | -11.16%+3.4pp | 10.22%-18.0pp | 39.82%-47.6pp |
| Employer contribution / active EE | $28,487 | $48,316-41.0% | $51,212-44.4% | $19,980+42.6% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |