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.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $22,995 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 13.75% | 13.15%+0.6pp | -2.84%+16.6pp | 11.45%+2.3pp |
| Employer contribution / active EE | $77,006 | $23,714+224.7% | $33,329+131.0% | $17,219+347.2% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |