Filed November 15, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $148,496 |
HAYS COMPANIES2+ years Service code 27 · EIN 41-1784898 | Advisory (Plan) | $75,296 |
Service code 36 · EIN 36-4550688 | Copying and duplicating; Participant ... | $10,934 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $10,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,757 | $33,232-25.5% | $71,796-65.5% | $63,975-61.3% |
| Participation rate | 77.5% | 60.1%+17.4pp | 69.1%+8.4pp | 71.1%+6.4pp |
| Annual return | 6.66% | 11.99%-5.3pp | 78.04%-71.4pp | 48.65%-42.0pp |
| Employer contribution / active EE | $642 | $723-11.2% | $1,924-66.6% | $2,182-70.6% |
| Participant deferral / active EE | $1,969 | $1,604+22.7% | $2,794-29.6% | $3,356-41.4% |
| Admin fee / account holder | $89 | $63+39.9% | $4,815-98.2% | $70+26.1% |