Filed June 4, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $51,593 |
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 10 · EIN 20-1042201 | Accounting | $32,000 |
WIPFLI LLP4+ years Filed as: WIPFLI Service code 10 · EIN 90-0758449 | Accounting | $9,953 |
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 | $44,397 | $58,093-23.6% | $80,022-44.5% | $56,289-21.1% |
| Participation rate | 97.9% | 73.6%+24.2pp | 75.8%+22.0pp | 69.9%+28.0pp |
| Annual return | -4.32% | 34.63%-39.0pp | 11.22%-15.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $175 | $1,933-90.9% | $2,468-92.9% | $2,111-91.7% |
| Participant deferral / active EE | $2,759 | $3,136-12.0% | $3,686-25.2% | $3,350-17.7% |
| Admin fee / account holder | $370 | $623-40.6% | $6,521-94.3% | $521-29.0% |