| Provider | Service type | Compensation |
|---|---|---|
US BANK2 years Filed as: USA BANK Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $93,163 |
ERNST & YOUNG LLP2 years Service code 11 · EIN 34-6565596 | Actuarial | $77,698 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $50,043 |
BERDON LLP2 years Service code 10 · EIN 13-0485070 | Accounting | $20,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 7.62% | 8.35%-0.7pp | 9.78%-2.2pp | 18.35%-10.7pp |
| Employer contribution / active EE | $10,901 | $16,968-35.8% | $46,889-76.8% | $14,669-25.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |