Filed April 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,257 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $7,019 |
ASSOCIATED BENEFITS CORPORATION6+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $6,825 |
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 02210 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,664 | $59,328+25.8% | $118,925-37.2% | $73,488+1.6% |
| Participation rate | 88.3% | 62.3%+26.0pp | 75.4%+12.9pp | 70.7%+17.6pp |
| Annual return | 10.64% | 19.13%-8.5pp | 35.88%-25.2pp | 28.51%-17.9pp |
| Employer contribution / active EE | $616 | $1,803-65.8% | $3,263-81.1% | $2,270-72.9% |
| Participant deferral / active EE | $3,548 | $2,604+36.2% | $4,265-16.8% | $3,740-5.1% |
| Admin fee / account holder | $113 | $600-81.1% | $6,581-98.3% | $513-77.9% |