Filed August 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 1 NORTH JEFFERSON · ST LOUIS, MO 63103 | Advisory (Plan) | $45,969 |
EP FIDUCIARY OUTSOURCING1+ years Service code 14 · EIN 46-4775676 2155 W PINNACLE PEAK ROAD · PHOENIX, AZ 85027 | Plan Administrator | $25,112 |
EDBERG & PERRY INC1+ years Filed as: EDBERG & PERRY, INC. Service code 15 · EIN 86-0738258 2155 W PINNACLE PEAK RD SUITE 120 · PHOENIX, AZ 85027 | Recordkeeping | $9,964 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 900152211 | Recordkeeping | $846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,891 | $37,117+2.1% | $147,617-74.3% | $55,191-31.3% |
| Participation rate | 44.1% | 63.6%-19.5pp | 84.6%-40.5pp | 69.2%-25.1pp |
| Annual return | 0.04% | 3.44%-3.4pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $1,235 | $1,620-23.8% | $5,564-77.8% | $1,899-35.0% |
| Participant deferral / active EE | $3,549 | $1,985+78.7% | $4,895-27.5% | $3,046+16.5% |
| Admin fee / account holder | $355 | $86+314.8% | $11,612-96.9% | $91+291.0% |