Filed June 4, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALPHA INVESTMENT CONSULTANT GROUP Service code 16 · EIN 39-1859759 | Consulting | $25,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $22,469 |
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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 | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 17.30% | 221.56%-204.3pp | 29.77%-12.5pp | 53.27%-36.0pp |
| Employer contribution / active EE | $12,119 | $12,096+0.2% | $33,607-63.9% | $14,774-18.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |