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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $325,557 |
RIDGEWORTH6+ years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $196,578 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $128,565 | $93,131+38.0% | $106,554+20.7% | $86,821+48.1% |
| Participation rate | 99.8% | 81.4%+18.3pp | 76.1%+23.6pp | 72.3%+27.5pp |
| Annual return | 23.88% | 19.45%+4.4pp | 26.80%-2.9pp | 97.94%-74.1pp |
| Employer contribution / active EE | $2,756 | $2,895-4.8% | $2,819-2.2% | $2,406+14.5% |
| Participant deferral / active EE | $5,480 | $4,708+16.4% | $4,398+24.6% | $4,132+32.6% |
| Admin fee / account holder | $543 | $145+274.2% | $7,408-92.7% | $170+220.2% |