Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 13 · EIN 94-1347393 | Contract Administrator | $310,499 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,533 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,750 |
Filed as: PICCERELLI, GILSTEIN & C Service code 10 · EIN 05-0353162 | Accounting | $10,123 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,535 | $90,410-4.3% | $91,004-4.9% | $77,958+11.0% |
| Participation rate | 99.2% | 86.4%+12.8pp | 75.6%+23.6pp | 71.6%+27.6pp |
| Annual return | 17.33% | 21.34%-4.0pp | 4.60%+12.7pp | 20.87%-3.5pp |
| Employer contribution / active EE | $2,350 | $3,392-30.7% | $2,456-4.3% | $2,310+1.7% |
| Participant deferral / active EE | $4,738 | $4,816-1.6% | $3,548+33.6% | $3,537+34.0% |
| Admin fee / account holder | $214 | $79+171.2% | $5,417-96.0% | $97+119.9% |