Filed June 4, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,863 |
ASCENSUS LLC2+ years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 10 · EIN 20-1042201 | Accounting | $33,097 |
WIPFLI LLP2+ years Filed as: WIPFLI Service code 10 · EIN 90-0758449 | Accounting | $9,252 |
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 | $41,763 | $56,640-26.3% | $78,002-46.5% | $55,167-24.3% |
| Participation rate | 93.2% | 73.3%+19.9pp | 75.5%+17.7pp | 69.0%+24.2pp |
| Annual return | 6.92% | 2868.48%-2861.6pp | 425.99%-419.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $153 | $1,724-91.1% | $2,470-93.8% | $1,963-92.2% |
| Participant deferral / active EE | $2,627 | $2,778-5.4% | $3,497-24.9% | $3,054-14.0% |
| Admin fee / account holder | $327 | $467-29.9% | $5,481-94.0% | $504-35.1% |