Filed June 4, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $47,249 |
ASCENSUS LLC3 years Filed as: FRANCIS INVESTMENT COUNSEL Service code 10 · EIN 20-1042201 | Accounting | $32,288 |
WIPFLI LLP5+ years Filed as: WIPFLI Service code 10 · EIN 90-0758449 | Accounting | $10,104 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,332 | $66,310-25.6% | $93,606-47.3% | $65,185-24.3% |
| Participation rate | 96.5% | 74.0%+22.5pp | 75.8%+20.6pp | 70.2%+26.3pp |
| Annual return | 20.29% | 42.58%-22.3pp | 32.76%-12.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $215 | $2,012-89.3% | $2,718-92.1% | $2,177-90.1% |
| Participant deferral / active EE | $2,658 | $3,342-20.5% | $4,069-34.7% | $3,514-24.4% |
| Admin fee / account holder | $358 | $6,897-94.8% | $7,888-95.5% | $847-57.7% |