Filed June 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,214 |
ASSOCIATED BENEFITS CORPORATION1+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $41,265 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL MANAGEMENT CO., LLC Service code 28 1705 PEACHTREE ST. NE · ATLANTA, GA 30309 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 28 · EIN 04-2747644 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL MANAGEMENT CORPORATION Service code 28 655 9TH STREET · DES MOINES, IA 503922080 | Investment Management | $0 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 127 PUBLIC SQUARE · CLEVELAND, OH 441141306 | Investment Management | $0 |
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 | $102,821 | $41,317+148.9% | $85,969+19.6% | $55,191+86.3% |
| Participation rate | 88.1% | 54.5%+33.6pp | 76.5%+11.5pp | 69.2%+18.9pp |
| Annual return | 0.63% | 3.93%-3.3pp | 9.32%-8.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,759 | $1,198+46.9% | $3,474-49.4% | $1,899-7.3% |
| Participant deferral / active EE | $5,086 | $1,914+165.7% | $3,829+32.8% | $3,046+67.0% |
| Admin fee / account holder | $91 | $97-5.9% | $6,053-98.5% | $91+0.5% |