Filed June 2, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $65,000 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $18,500 |
Service code 49 · EIN 04-1590850 | Other Services | $1,675 |
AMERICAN CENTURY2 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
CALVERT2 years Service code 52 · EIN 52-1233223 | Indirect Investment Fees | $0 |
INVESCO2 years Service code 52 · EIN 84-0933032 | Indirect Investment Fees | $0 |
Filed as: JOHN HANCOCK Service code 52 · EIN 04-3279774 | Indirect Investment Fees | $0 |
MAINSTAY2 years Service code 52 · EIN 52-2206685 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,140 | $70,083+80.0% | $59,899+110.6% | $55,725+126.4% |
| Participation rate | 94.8% | 78.4%+16.4pp | 74.7%+20.1pp | 70.9%+23.9pp |
| Annual return | -4.78% | 3.13%-7.9pp | 3.46%-8.2pp | 244.93%-249.7pp |
| Employer contribution / active EE | $5,471 | $2,878+90.1% | $2,723+100.9% | $2,078+163.3% |
| Participant deferral / active EE | $8,459 | $3,079+174.7% | $3,402+148.6% | $3,356+152.1% |
| Admin fee / account holder | $149 | $70+112.5% | $3,592-95.8% | $115+29.7% |