Filed February 23, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,191 |
EDBERG & PERRY INC1 year Service code 15 · EIN 86-0738258 | Recordkeeping | $11,629 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $6,843 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,509 | $71,802-77.0% | $133,975-87.7% | $57,658-71.4% |
| Participation rate | 74.4% | 85.5%-11.1pp | 87.1%-12.7pp | 70.2%+4.1pp |
| Annual return | 18.98% | 13.51%+5.5pp | 29.29%-10.3pp | 5.13%+13.8pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,490 | $4,606-2.5% | $6,282-28.5% | $3,061+46.7% |
| Admin fee / account holder | $137 | $88+56.2% | $9,324-98.5% | $95+44.8% |