Filed October 25, 2021
Total covered: 14 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 16 · EIN 33-0785439 | Consulting | $70,000 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $63,085 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $35,873 |
Filed as: MARGOLIN, WINER & EVENS, LLP Service code 10 · EIN 11-1558868 | Accounting | $11,500 |
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 | $80,670 | $69,159+16.6% | $125,192-35.6% | $67,579+19.4% |
| Participation rate | 95.8% | 78.2%+17.6pp | 79.8%+16.0pp | 71.3%+24.5pp |
| Annual return | 19.42% | 27.12%-7.7pp | 43.79%-24.4pp | 378.56%-359.1pp |
| Employer contribution / active EE | $538 | $2,023-73.4% | $3,866-86.1% | $2,148-74.9% |
| Participant deferral / active EE | $4,621 | $3,700+24.9% | $4,937-6.4% | $3,539+30.5% |
| Admin fee / account holder | $282 | $142+99.2% | $9,704-97.1% | $142+98.5% |