Filed February 8, 2012 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $370,246 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY GROUP Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $10,639 |
BPS&M1+ years Service code 10 · EIN 62-0853448 | Accounting | $7,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,155 | $82,279-20.8% | $78,002-16.5% | $63,975+1.8% |
| Participation rate | 97.9% | 84.7%+13.2pp | 75.5%+22.4pp | 71.1%+26.8pp |
| Annual return | 4.63% | 11.20%-6.6pp | 425.99%-421.4pp | 48.65%-44.0pp |
| Employer contribution / active EE | $1,773 | $3,297-46.2% | $2,470-28.2% | $2,182-18.8% |
| Participant deferral / active EE | $2,817 | $4,538-37.9% | $3,497-19.4% | $3,356-16.1% |
| Admin fee / account holder | $78 | $81-4.1% | $5,481-98.6% | $70+10.8% |