Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Custodial (securities); Trustee (bank... | $42,544 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $29,015 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 11.40% | 5.48%+5.9pp | 9.82%+1.6pp | 9.30%+2.1pp |
| Employer contribution / active EE | $4,111 | $9,127-55.0% | $30,322-86.4% | $12,551-67.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |