Filed March 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $90,352 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS INC. Service code 27 · EIN 47-5476782 | Advisory (Plan) | $61,665 |
AB FUNDS1 year Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 13-4161079 | Indirect Investment Fees | $0 |
LORD ABBETT1 year Service code 52 · EIN 13-3712440 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1 year Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,806-100.0% | $171,071-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.4%-37.4pp | 14.6%-14.6pp |
| Annual return | 8.57% | -1.00%+9.6pp | -3.19%+11.8pp | 10.56%-2.0pp |
| Employer contribution / active EE | $16,979 | $16,990-0.1% | $48,658-65.1% | $13,643+24.5% |
| Participant deferral / active EE | $0 | $22-100.0% | $273-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $5,129-100.0% | $3,354-100.0% |