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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,161 |
ASSOCIATED BENEFITS CORPORATION5+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $30,001 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES, LLC Service code 26 · EIN 47-5324976 | Advisory (Participants) | $21,083 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
PRINCIPAL LIFE INSURANCE COMPANY5+ 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 02110 | Securities Custodian | $0 |
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 | $72,678 | $124,414-41.6% | $115,157-36.9% | $67,579+7.5% |
| Participation rate | 74.3% | 58.1%+16.2pp | 75.9%-1.6pp | 71.3%+3.0pp |
| Annual return | 20.65% | 29.40%-8.7pp | 35.60%-15.0pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,290 | $1,454-11.3% | $3,179-59.4% | $2,148-39.9% |
| Participant deferral / active EE | $3,637 | $2,331+56.0% | $4,168-12.8% | $3,539+2.8% |
| Admin fee / account holder | $112 | $361-69.0% | $7,088-98.4% | $142-21.4% |