Filed November 15, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $159,747 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,305 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,984 | $48,166-31.5% | $96,562-65.8% | $93,030-64.5% |
| Participation rate | 91.6% | 65.1%+26.5pp | 69.8%+21.8pp | 73.9%+17.7pp |
| Annual return | 13.75% | 21.31%-7.6pp | 37.78%-24.0pp | 158.70%-144.9pp |
| Employer contribution / active EE | $1,038 | $1,070-3.0% | $2,356-56.0% | $2,706-61.6% |
| Participant deferral / active EE | $3,162 | $2,576+22.7% | $3,849-17.8% | $4,562-30.7% |
| Admin fee / account holder | $69 | $110-37.6% | $6,181-98.9% | $152-54.6% |