Filed March 21, 2023 (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 | $5,083 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,147 | $47,969-26.7% | $85,969-59.1% | $52,331-32.8% |
| Participation rate | 58.5% | 61.7%-3.2pp | 76.5%-18.0pp | 68.1%-9.6pp |
| Annual return | 1.24% | -0.13%+1.4pp | 9.32%-8.1pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $3,474-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,287 | $2,110+8.4% | $3,829-40.3% | $3,022-24.3% |
| Admin fee / account holder | $61 | $530-88.5% | $6,053-99.0% | $592-89.7% |