Filed June 4, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,414 |
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 10 · EIN 20-1042201 | Accounting | $35,453 |
WIPFLI LLP1+ years Filed as: WIPFLI Service code 10 · EIN 90-0758449 | Accounting | $9,002 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,039 | $53,412-23.2% | $68,509-40.1% | $52,331-21.6% |
| Participation rate | 92.1% | 71.7%+20.4pp | 74.7%+17.3pp | 68.1%+24.0pp |
| Annual return | -0.19% | 3.42%-3.6pp | 8.27%-8.5pp | 4.54%-4.7pp |
| Employer contribution / active EE | $108 | $1,607-93.3% | $2,278-95.3% | $1,882-94.3% |
| Participant deferral / active EE | $2,596 | $2,688-3.4% | $3,382-23.3% | $3,022-14.1% |
| Admin fee / account holder | $331 | $461-28.2% | $5,275-93.7% | $592-44.1% |