Filed October 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
KEITER1+ years Service code 10 · EIN 54-1631262 | Accounting | $18,190 |
CLS INVESTMENTS1+ years Filed as: CLS INVESTMENTS, LLC Service code 26 · EIN 13-4109249 | Advisory (Participants) | $15,240 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 27 · EIN 13-3954297 | Advisory (Plan) | $11,349 |
FINANCIAL ENGINES1+ years Filed as: FINANCIAL ENGINES INC. Service code 26 · EIN 94-3250323 | Advisory (Participants) | $8,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,690 |
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 | $167,915 | $80,177+109.4% | $123,894+35.5% | $57,661+191.2% |
| Participation rate | 96.4% | 74.4%+21.9pp | 81.4%+15.0pp | 70.2%+26.1pp |
| Annual return | -1.48% | 17.90%-19.4pp | 47.52%-49.0pp | 5.13%-6.6pp |
| Employer contribution / active EE | $9,184 | $2,913+215.3% | $4,617+98.9% | $1,974+365.3% |
| Participant deferral / active EE | $3,839 | $5,130-25.2% | $5,984-35.9% | $3,061+25.4% |
| Admin fee / account holder | $55 | $106-47.9% | $8,357-99.3% | $95-41.4% |