Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC Service code 16 · EIN 41-1567437 43 MAIN STREET SE, SUITE · MINNEAPOLIS, MN 554141032 | Consulting | $34,125 |
Filed as: FIDELITY MANAGEMENT INSTITUTIONAL Service code 60 · EIN 04-2647786 82 DEVONSHIRE · BOSTON, MA 02109 | Sub-TA Fees | $6,717 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $58,147 | $63,964-9.1% | $147,618-60.6% | $67,505-13.9% |
| Participation rate | 85.5% | 68.6%+16.9pp | 84.6%+0.9pp | 71.2%+14.3pp |
| Annual return | 1.77% | 9.05%-7.3pp | 61.98%-60.2pp | 6.52%-4.8pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $4 | $43-90.6% | $11,612-100.0% | $56-92.9% |