| Provider | Service type | Compensation |
|---|---|---|
US BANK3 years Filed as: USA BANK Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $88,941 |
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $79,784 |
ERNST & YOUNG LLP3 years Service code 11 · EIN 34-6565596 | Actuarial | $78,937 |
BERDON LLP3 years Service code 10 · EIN 13-0485070 | Accounting | $22,121 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -18.20% | -11.20%-7.0pp | 10.22%-28.4pp | -5.25%-13.0pp |
| Employer contribution / active EE | $33,885 | $17,775+90.6% | $51,212-33.8% | $15,161+123.5% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |