Filed April 19, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BENEFITS CORPORATION7+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $34,320 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,821 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $24,481 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,547 |
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 COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,859 | $62,581+34.0% | $124,693-32.7% | $86,821-3.4% |
| Participation rate | 72.6% | 56.9%+15.8pp | 74.6%-2.0pp | 72.3%+0.3pp |
| Annual return | 12.96% | 26.67%-13.7pp | 5144.19%-5131.2pp | 97.94%-85.0pp |
| Employer contribution / active EE | $1,744 | $1,604+8.7% | $3,324-47.5% | $2,406-27.5% |
| Participant deferral / active EE | $4,576 | $2,725+67.9% | $4,615-0.8% | $4,132+10.8% |
| Admin fee / account holder | $119 | $170-29.6% | $7,494-98.4% | $170-29.6% |