Filed February 13, 2021 (most recent of 14 filings on file)
Total covered: 4,407 employees
| Provider | Service type | Compensation |
|---|---|---|
ASSET STRATEGY CONSULTANTS1+ years Filed as: GE ASSET MANAGEMENT INCORPORATED Service code 52 · EIN 06-1238874 | Indirect Investment Fees | $0 |
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 | $122,824 | $111,064+10.6% | $67,652+81.6% | $69,651+76.3% |
| Participation rate | 92.3% | 86.0%+6.3pp | 75.7%+16.7pp | 66.6%+25.8pp |
| Annual return | 10.18% | 2.77%+7.4pp | 6625.40%-6615.2pp | 53.77%-43.6pp |
| Employer contribution / active EE | $3,306 | $3,328-0.7% | $2,266+45.9% | $2,241+47.6% |
| Participant deferral / active EE | $6,437 | $6,396+0.6% | $3,560+80.8% | $3,635+77.1% |
| Admin fee / account holder | $0 | $72-100.0% | $4,821-100.0% | $63-100.0% |