Filed April 19, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,814 |
ASSOCIATED BENEFITS CORPORATION8+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $33,698 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $21,652 |
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 COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02110 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,330 | $52,122+34.9% | $104,299-32.6% | $64,824+8.5% |
| Participation rate | 67.6% | 56.0%+11.6pp | 73.3%-5.7pp | 71.5%-3.9pp |
| Annual return | -13.56% | 13.26%-26.8pp | 24.62%-38.2pp | 32.84%-46.4pp |
| Employer contribution / active EE | $2,220 | $1,627+36.4% | $3,373-34.2% | $2,507-11.5% |
| Participant deferral / active EE | $5,016 | $2,823+77.7% | $4,626+8.4% | $4,311+16.3% |
| Admin fee / account holder | $111 | $155-28.2% | $7,339-98.5% | $188-40.9% |