Filed March 7, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,484 |
ORENDA RETIREMENT, LLC4 years Service code 13 · EIN 36-4877979 | Contract Administrator | $38,170 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,631 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $26,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,868 | $39,166-18.6% | $79,580-60.0% | $78,104-59.2% |
| Participation rate | 15.8% | 57.3%-41.5pp | 69.5%-53.7pp | 74.5%-58.7pp |
| Annual return | -11.21% | -9.39%-1.8pp | 0.15%-11.4pp | 10.90%-22.1pp |
| Employer contribution / active EE | $331 | $1,019-67.5% | $2,413-86.3% | $3,128-89.4% |
| Participant deferral / active EE | $915 | $2,079-56.0% | $3,985-77.0% | $5,089-82.0% |
| Admin fee / account holder | $127 | $67+89.9% | $6,835-98.1% | $79+61.4% |