Filed August 9, 2016 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $21,950 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 52 · EIN 13-3851784 | Indirect Investment Fees | $0 |
INVESCO4 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
IVY FUNDS4 years Service code 52 · EIN 04-6006759 | Indirect Investment Fees | $0 |
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 53 · EIN 23-1702591 | Insurance Commissions | $0 |
MFS INVESTMENT MANAGEMENT4 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
NORTHERN FUNDS4 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
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 | $93,717 | $64,286+45.8% | $90,970+3.0% | $73,412+27.7% |
| Participation rate | 98.7% | 63.6%+35.1pp | 69.0%+29.7pp | 72.2%+26.5pp |
| Annual return | 12.20% | 21.46%-9.3pp | 134.60%-122.4pp | 59.30%-47.1pp |
| Employer contribution / active EE | $2,693 | $895+201.0% | $2,122+26.9% | $2,234+20.6% |
| Participant deferral / active EE | $5,144 | $2,453+109.7% | $3,373+52.5% | $3,806+35.2% |
| Admin fee / account holder | $63 | $287-78.2% | $5,961-99.0% | $158-60.4% |