Filed March 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $93,418 |
Filed as: BURNHAM GIBSON WEALTH ADVISORS INC. Service code 27 · EIN 47-5476782 | Advisory (Plan) | $66,938 |
AB FUNDS2 years Service code 52 · EIN 13-4071393 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
LORD ABBETT2 years Service code 52 · EIN 13-3712440 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-2468583 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 13-3867060 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS2 years Service code 52 · EIN 22-3468527 | 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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 8.00% | 11.91%-3.9pp | 8.22%-0.2pp | 13.59%-5.6pp |
| Employer contribution / active EE | $16,870 | $12,237+37.9% | $46,636-63.8% | $14,592+15.6% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |