Filed April 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,213 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $7,917 |
ASSOCIATED BENEFITS CORPORATION8+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $7,720 |
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 02210 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,407 | $62,603+15.7% | $104,294-30.6% | $66,914+8.2% |
| Participation rate | 69.5% | 59.6%+9.9pp | 73.3%-3.7pp | 69.8%-0.3pp |
| Annual return | -14.32% | -14.70%+0.4pp | 24.61%-38.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $610 | $1,972-69.1% | $3,372-81.9% | $2,544-76.0% |
| Participant deferral / active EE | $3,896 | $2,853+36.6% | $4,625-15.8% | $4,237-8.1% |
| Admin fee / account holder | $136 | $656-79.2% | $7,339-98.1% | $593-77.0% |