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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $49,850 |
ASSOCIATED BENEFITS CORPORATION2+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $21,189 |
Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 19 1705 PEACHTREE ST. NE · ATLANTA, GA 30309 | Securities Custodian | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 19 200 WEST STREET · NEW YORK, NY 10282 | Securities Custodian | $0 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 19 222 BERKELEY STREET · BOSTON, MA 02116 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
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 | $87,854 | $46,761+87.9% | $106,619-17.6% | $57,658+52.4% |
| Participation rate | 85.9% | 56.9%+29.0pp | 78.0%+7.9pp | 70.2%+15.6pp |
| Annual return | 82.53% | 15.77%+66.8pp | 9.42%+73.1pp | 5.13%+77.4pp |
| Employer contribution / active EE | $1,876 | $1,274+47.3% | $3,947-52.5% | $1,974-5.0% |
| Participant deferral / active EE | $5,991 | $1,954+206.5% | $3,930+52.4% | $3,061+95.8% |
| Admin fee / account holder | $119 | $97+23.0% | $6,418-98.1% | $95+25.9% |