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| Provider | Service type | Compensation |
|---|---|---|
US BANK1+ years Filed as: UNION BANK, N.A. Service code 51 · EIN 33-0005888 | Investment Mgmt Fees | $30,034 |
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $23,353 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 24 · EIN 31-0841368 | Discretionary Trustee | $22,837 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $522,493-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.0%-37.0pp | 3.6%-3.6pp |
| Annual return | -1.04% | 11.88%-12.9pp | 4.11%-5.2pp | 11.88%-12.9pp |
| Employer contribution / active EE | $2,632 | $14,612-82.0% | $35,308-92.5% | $14,612-82.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $25-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $8,766-100.0% | $637-100.0% |