Filed May 4, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 27 P.O. BOX 219104 · KANSAS CITY, MO 64121 | Advisory (Plan) | $103,690 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL GROUP Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $31,077 |
RELIANCE TRUST COMPANY2 years Service code 21 · EIN 58-1428634 | Bank Trustee | $9,875 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $827,797-100.0% | $788,447-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -22.52% | -4.32%-18.2pp | -3.21%-19.3pp | -14.65%-7.9pp |
| Employer contribution / active EE | $0 | $53,412-100.0% | $46,051-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,582-100.0% |