Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,295 |
MARGOLIN, WINER & EVENS LLP1+ years Service code 10 · EIN 11-1558868 | Accounting | $11,500 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS NETWORK, LLC Service code 27 · EIN 95-3843820 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $54,995 | $57,096-3.7% | $94,229-41.6% | $55,191-0.4% |
| Participation rate | 85.2% | 75.7%+9.5pp | 78.8%+6.4pp | 69.2%+16.0pp |
| Annual return | 0.89% | 159.65%-158.8pp | 10.68%-9.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $386 | $1,708-77.4% | $3,587-89.2% | $1,899-79.6% |
| Participant deferral / active EE | $3,400 | $3,165+7.4% | $4,320-21.3% | $3,046+11.6% |
| Admin fee / account holder | $189 | $89+111.8% | $6,269-97.0% | $91+108.2% |