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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $43,155 |
ASSOCIATED BENEFITS CORPORATION6+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $30,765 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $23,769 |
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 |
WELLINGTON TRUST COMPANY2 years 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 | $76,001 | $58,101+30.8% | $118,925-36.1% | $73,409+3.5% |
| Participation rate | 81.3% | 56.1%+25.2pp | 75.4%+5.9pp | 72.2%+9.1pp |
| Annual return | 13.13% | 20.56%-7.4pp | 35.88%-22.8pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,503 | $1,445+4.0% | $3,263-53.9% | $2,234-32.7% |
| Participant deferral / active EE | $4,377 | $2,400+82.4% | $4,265+2.6% | $3,805+15.0% |
| Admin fee / account holder | $109 | $138-21.2% | $6,581-98.3% | $158-31.1% |