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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% | $136,833-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 12.5%-12.5pp | 2.5%-2.5pp |
| Annual return | 8.75% | 8.25%+0.5pp | -1.97%+10.7pp | 8.25%+0.5pp |
| Employer contribution / active EE | $3,299 | $18,668-82.3% | $19,908-83.4% | $18,668-82.3% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0 | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $5,412-100.0% | $200-100.0% |