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| Provider | Service type | Compensation |
|---|---|---|
US BANK5 years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $10,000 |
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Employer contribution per participant 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 | $36,224-100.0% | $79,278-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 7.7%-7.7pp | 2.9%-2.9pp |
| Annual return | 8.75% | 8.39%+0.4pp | 0.87%+7.9pp | 8.39%+0.4pp |
| Employer contribution / active EE | $3,299 | $18,340-82.0% | $17,293-80.9% | $18,340-82.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $20-100.0% | $200-100.0% |