Filed May 15, 2023 (most recent of 3 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 | $675,608 |
CAPFINANCIAL PARTNERS LLC5+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $125,000 |
ADVISORS MANAGEMENT GROUP3 years Service code 26 · EIN 41-1619602 | Advisory (Participants) | $35,496 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $32,726 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,108 | $106,734-41.8% | $75,886-18.2% | $89,569-30.7% |
| Participation rate | 52.8% | 65.6%-12.9pp | 69.3%-16.5pp | 69.6%-16.8pp |
| Annual return | 21.09% | 24.20%-3.1pp | 30.76%-9.7pp | 34.56%-13.5pp |
| Employer contribution / active EE | $1,244 | $3,939-68.4% | $2,500-50.3% | $2,584-51.9% |
| Participant deferral / active EE | $2,187 | $3,965-44.8% | $3,603-39.3% | $4,220-48.2% |
| Admin fee / account holder | $70 | $80-12.7% | $5,418-98.7% | $72-2.4% |