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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,745 |
ASSOCIATED BENEFITS CORPORATION4+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $30,476 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $14,234 |
Service code 19 P.O. BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
GOLDMAN SACHS4+ 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 |
IVY FUNDS2 years Filed as: IVY INVESTMENTS MANAGEMENT COMPANY Service code 19 POST OFFICE BOX 29217 · SHAWNEE MISSION, KS 662019217 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 19 655 9TH STREET · DES MOINES, IA 503922080 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO.,NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,322 | $107,440-40.1% | $105,738-39.2% | $55,725+15.4% |
| Participation rate | 88.8% | 55.5%+33.3pp | 76.3%+12.5pp | 70.9%+18.0pp |
| Annual return | -4.23% | -0.59%-3.6pp | 6.27%-10.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,678 | $1,448+15.9% | $3,268-48.7% | $2,078-19.3% |
| Participant deferral / active EE | $4,651 | $2,171+114.2% | $4,080+14.0% | $3,356+38.6% |
| Admin fee / account holder | $108 | $283-61.8% | $6,913-98.4% | $115-6.0% |