Filed June 20, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 47-5324976 | Advisory (Participants) | $73,343 |
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,795 |
ASSOCIATED BENEFITS CORPORATION6+ years Service code 14 · EIN 42-1279416 | Plan Administrator | $48,564 |
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 02110 | Securities Custodian | $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 | $113,194 | $41,774+171.0% | $118,925-4.8% | $90,288+25.4% |
| Participation rate | 90.5% | 55.0%+35.5pp | 75.4%+15.1pp | 73.4%+17.1pp |
| Annual return | 12.20% | 16.64%-4.4pp | 35.88%-23.7pp | 53.97%-41.8pp |
| Employer contribution / active EE | $1,831 | $986+85.8% | $3,263-43.9% | $2,524-27.5% |
| Participant deferral / active EE | $5,240 | $1,683+211.3% | $4,265+22.9% | $4,232+23.8% |
| Admin fee / account holder | $131 | $85+54.5% | $6,581-98.0% | $114+14.7% |