Filed February 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $209,579 |
AMERICAN FUNDS2+ years Filed as: CAPITAL STRATEGIES INVEST GROUP LLC Service code 27 · EIN 26-4789150 | Advisory (Plan) | $112,315 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $12,900 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,459 | $43,110-34.0% | $156,551-81.8% | $65,292-56.4% |
| Participation rate | 43.2% | 69.3%-26.1pp | 84.0%-40.8pp | 72.4%-29.2pp |
| Annual return | 19.89% | 11.24%+8.6pp | 32.23%-12.3pp | 11.84%+8.0pp |
| Employer contribution / active EE | $554 | $1,702-67.5% | $5,501-89.9% | $2,302-75.9% |
| Participant deferral / active EE | $1,851 | $2,520-26.5% | $4,871-62.0% | $3,579-48.3% |
| Admin fee / account holder | $105 | $47+121.6% | $13,028-99.2% | $57+82.5% |