Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 employees
| Provider | Service type | Compensation |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES2+ 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 | $6,699 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,572 | $43,110+40.5% | $156,551-61.3% | $65,292-7.2% |
| Participation rate | 100.0% | 69.3%+30.7pp | 84.0%+16.0pp | 72.4%+27.6pp |
| Annual return | 5.71% | 11.24%-5.5pp | 32.23%-26.5pp | 11.84%-6.1pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | $4 | $47-91.0% | $13,028-100.0% | $57-92.6% |