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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Filed as: U.S. BANCORP ADVISORS, LLC Service code 55 | Other Commissions | $16,875 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $7,951 |
Service code 55 | Other Commissions | $0 |
US BANK1 year Filed as: US BANCORP ADVISORS, LLC Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,263 | $76,112-57.6% | $96,534-66.6% | $71,511-54.9% |
| Participation rate | 62.1% | 74.4%-12.3pp | 76.0%-13.9pp | 67.9%-5.9pp |
| Annual return | 17.75% | 22.81%-5.1pp | 25.88%-8.1pp | 28.86%-11.1pp |
| Employer contribution / active EE | $453 | $2,248-79.8% | $2,965-84.7% | $2,589-82.5% |
| Participant deferral / active EE | $2,536 | $4,217-39.9% | $4,851-47.7% | $4,291-40.9% |
| Admin fee / account holder | $63 | $2,708-97.7% | $8,253-99.2% | $1,588-96.0% |