Filed May 8, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VAN IWAARDEN ASSOCIATES1 year Service code 11 · EIN 41-1894458 | Actuarial | $35,923 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $33,750 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL LIFE INS. CO. Service code 13 · EIN 35-0472300 | Contract Administrator | $25,422 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 51 · EIN 39-1346018 | Investment Mgmt Fees | $17,451 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 51 · EIN 54-1578408 | Investment Mgmt Fees | $15,396 |
US BANK5+ years Service code 21 · EIN 31-6366960 | Bank Trustee | $13,670 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 10.01% | 11.11%-1.1pp | 10.57%-0.6pp | 11.45%-1.4pp |
| Employer contribution / active EE | $7,819 | $4,670+67.4% | $18,335-57.4% | $17,219-54.6% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |