Filed June 4, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $48,812 |
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL Service code 10 · EIN 20-1042201 | Accounting | $32,000 |
WIPFLI LLP3+ years Filed as: WIPFLI Service code 10 · EIN 90-0758449 | Accounting | $9,663 |
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 | $49,797 | $63,314-21.3% | $91,004-45.3% | $62,293-20.1% |
| Participation rate | 95.8% | 73.3%+22.4pp | 75.6%+20.2pp | 69.5%+26.3pp |
| Annual return | 17.63% | 21.00%-3.4pp | 4.60%+13.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $179 | $1,807-90.1% | $2,456-92.7% | $2,042-91.2% |
| Participant deferral / active EE | $2,785 | $2,944-5.4% | $3,548-21.5% | $3,169-12.1% |
| Admin fee / account holder | $349 | $468-25.4% | $5,417-93.6% | $479-27.2% |