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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6 years Filed as: ADVANCED CAPITAL GROUP, INC. Service code 28 · EIN 41-1921960 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $54,925 |
MCHENRY ADVISERS, INC.6 years Service code 11 · EIN 20-4243624 134 E. MAIN STREET · NEW ALBANY, OH 43054 | Actuarial | $12,831 |
Filed as: HARDING SHYMANSKI & COMPANY, P.S.C. Service code 10 · EIN 35-1346211 21 SE 3RD ST. · EVANSVILLE, IN 47708 | Accounting | $11,200 |
US BANK6 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 425 WALNUT STREET · CINCINNATI, OH 45202 | Bank Trustee | $10,382 |
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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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 5.48% | 10.25%-4.8pp | 35.16%-29.7pp | 22.81%-17.3pp |
| Employer contribution / active EE | $26,761 | $45,684-41.4% | $46,401-42.3% | $18,290+46.3% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |