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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $639,575 |
HUMANOMICS4+ years Service code 16 · EIN 95-3669952 | Consulting | $334,116 |
CENKO, VENDITTELLI & HAYNES4+ years Service code 10 · EIN 81-0584482 | Accounting | $145,664 |
Service code 29 · EIN 38-3093929 | Legal | $33,244 |
Filed as: WESTERN INTERNATIONAL SECURITIES IN Service code 27 · EIN 84-1314321 | Advisory (Plan) | $21,750 |
COWDEN ASSOCIATES, INC.2 years Filed as: COWDEN ASSOCIATES INC Service code 16 · EIN 25-1750131 | Consulting | $18,500 |
VARNUM LLP4+ years Filed as: VARNUM, RIDDERING, SCHMIDT & HOWLET Service code 29 · EIN 38-1294924 | Legal | $5,785 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,310 | $73,367-90.0% | $79,467-90.8% | $73,367-90.0% |
| Participation rate | 83.6% | 69.5%+14.1pp | 73.3%+10.3pp | 69.5%+14.1pp |
| Annual return | -5.42% | 173.45%-178.9pp | 718.30%-723.7pp | 173.45%-178.9pp |
| Employer contribution / active EE | $1,558 | $2,499-37.7% | $2,800-44.4% | $2,499-37.7% |
| Participant deferral / active EE | $30 | $4,033-99.2% | $3,704-99.2% | $4,033-99.2% |
| Admin fee / account holder | $89 | $68+30.5% | $5,104-98.3% | $68+30.5% |