Filed May 8, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $34,193 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INS. CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $28,320 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $24,190 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $19,813 |
US BANK2+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $13,306 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 10.80% | 11.50%-0.7pp | 337.46%-326.7pp | 23.90%-13.1pp |
| Employer contribution / active EE | $4,706 | $12,608-62.7% | $20,191-76.7% | $16,539-71.5% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |