Filed October 25, 2021
Total covered: 14 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $80,842 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA ADVISORS NETWORK, LLC Service code 27 · EIN 95-3843820 | Advisory (Plan) | $52,612 |
MARGOLIN, WINER & EVENS LLP3+ years Service code 10 · EIN 11-1558868 | Accounting | $11,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,273 | $71,666-4.7% | $117,861-42.1% | $69,631-2.0% |
| Participation rate | 88.9% | 77.5%+11.4pp | 79.7%+9.2pp | 70.7%+18.2pp |
| Annual return | 18.07% | 18.86%-0.8pp | 335.11%-317.0pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $414 | $1,889-78.1% | $3,786-89.1% | $2,032-79.6% |
| Participant deferral / active EE | $3,853 | $3,340+15.4% | $4,482-14.0% | $3,224+19.5% |
| Admin fee / account holder | $215 | $120+78.7% | $8,021-97.3% | $110+94.7% |