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| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Service code 21 1555 N. RIVERCENTER DR. · MILWAUKEE, WI 53212 | Bank Trustee | $5,951 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,682 | $64,909-37.3% | $82,312-50.6% | $62,293-34.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 29.24% | 21.18%+8.1pp | 25.88%+3.4pp | 28.90%+0.3pp |
| Employer contribution / active EE | $5,426 | $1,676+223.8% | $2,428+123.5% | $2,042+165.7% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $38 | $440-91.4% | $5,608-99.3% | $479-92.1% |