Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 17 · EIN 41-1567437 | Pension Consulting | $12,501 |
HAYS COMPANIES1+ years Service code 17 · EIN 41-1784898 | Pension Consulting | $12,118 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,280 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $57,975 | $81,321-28.7% | $68,509-15.4% | $59,188-2.1% |
| Participation rate | 58.4% | 83.8%-25.4pp | 74.7%-16.3pp | 69.4%-11.0pp |
| Annual return | 2.47% | 4.65%-2.2pp | 8.27%-5.8pp | 5.51%-3.0pp |
| Employer contribution / active EE | $369 | $3,297-88.8% | $2,278-83.8% | $2,098-82.4% |
| Participant deferral / active EE | $2,762 | $4,592-39.8% | $3,382-18.3% | $3,265-15.4% |
| Admin fee / account holder | $135 | $62+118.5% | $5,275-97.4% | $92+46.3% |