Filed November 16, 2021 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $85,755 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 70 · EIN 94-2192581 | Consulting Fees | $32,926 |
Service code 70 · EIN 36-4291971 | Consulting Fees | $26,283 |
TRUCKER HUSS1+ years Service code 70 · EIN 94-3216063 | Consulting Fees | $13,157 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,813 | $80,354+184.8% | $133,975+70.8% | $63,975+257.7% |
| Participation rate | 98.1% | 87.5%+10.6pp | 87.1%+11.0pp | 71.1%+26.9pp |
| Annual return | 2.92% | 13.11%-10.2pp | 29.29%-26.4pp | 48.65%-45.7pp |
| Employer contribution / active EE | $1,778 | $3,503-49.3% | $5,211-65.9% | $2,182-18.5% |
| Participant deferral / active EE | $2,420 | $5,239-53.8% | $6,282-61.5% | $3,356-27.9% |
| Admin fee / account holder | $28 | $69-59.6% | $9,324-99.7% | $70-60.2% |