Filed April 17, 2017 (most recent of 2 filings on file)
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $208,520 |
RIDGEWORTH2+ years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $104,567 |
SCHENCK SC2+ years Filed as: SCHENCK S.C. Service code 10 · EIN 39-1173131 | Accounting | $10,340 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,894 | $75,284+20.7% | $91,004-0.1% | $69,631+30.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 13.11% | 48.40%-35.3pp | 4.60%+8.5pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,790 | $2,473-27.6% | $2,456-27.1% | $2,032-11.9% |
| Participant deferral / active EE | $4,355 | $3,700+17.7% | $3,548+22.8% | $3,224+35.1% |
| Admin fee / account holder | $434 | $111+292.8% | $5,417-92.0% | $110+293.3% |