Filed April 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,721 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $8,536 |
ASSOCIATED BENEFITS CORPORATION9+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $7,840 |
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 02210 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,864 | $57,651+28.1% | $112,229-34.2% | $71,457+3.4% |
| Participation rate | 73.7% | 58.9%+14.8pp | 72.4%+1.3pp | 67.9%+5.8pp |
| Annual return | 14.43% | 18.32%-3.9pp | 30.20%-15.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $438 | $1,913-77.1% | $3,430-87.2% | $2,588-83.1% |
| Participant deferral / active EE | $3,506 | $2,863+22.5% | $4,798-26.9% | $4,289-18.2% |
| Admin fee / account holder | $130 | $1,581-91.8% | $7,748-98.3% | $1,587-91.8% |