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 | $47,797 |
ASSOCIATED BENEFITS CORPORATION9+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $35,406 |
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $24,010 |
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 COMPANY5 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.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,829 | $57,739+38.3% | $112,229-28.9% | $74,419+7.3% |
| Participation rate | 62.6% | 55.6%+7.0pp | 72.4%-9.8pp | 70.7%-8.1pp |
| Annual return | 17.09% | 19.52%-2.4pp | 30.20%-13.1pp | 34.38%-17.3pp |
| Employer contribution / active EE | $3,069 | $1,675+83.2% | $3,430-10.5% | $2,637+16.3% |
| Participant deferral / active EE | $4,680 | $2,891+61.9% | $4,798-2.4% | $4,528+3.4% |
| Admin fee / account holder | $111 | $462-76.1% | $7,748-98.6% | $348-68.2% |