Filed April 19, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,305 |
ASSOCIATED BENEFITS CORPORATION1+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $21,140 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO. LLC Service code 28 1705 PEACHTREE ST. NE · ATLANTA, GA 30309 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 28 655 9TH STREET · DES MOINES, IA 503922080 | Investment Management | $0 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 441141306 | Investment Management | $0 |
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 | $51,665 | $41,317+25.0% | $85,969-39.9% | $55,191-6.4% |
| Participation rate | 76.7% | 54.5%+22.2pp | 76.5%+0.1pp | 69.2%+7.5pp |
| Annual return | 0.20% | 3.93%-3.7pp | 9.32%-9.1pp | 10.78%-10.6pp |
| Employer contribution / active EE | $347 | $1,198-71.0% | $3,474-90.0% | $1,899-81.7% |
| Participant deferral / active EE | $3,149 | $1,914+64.5% | $3,829-17.8% | $3,046+3.4% |
| Admin fee / account holder | $96 | $97-0.6% | $6,053-98.4% | $91+6.2% |