Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,338 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 17 · EIN 41-1567437 | Pension Consulting | $60,734 |
HAYS COMPANIES2+ years Service code 17 · EIN 41-1784898 | Pension Consulting | $17,111 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $11,500 |
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.
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 | $57,674 | $82,279-29.9% | $78,002-26.1% | $63,975-9.8% |
| Participation rate | 59.1% | 84.7%-25.6pp | 75.5%-16.5pp | 71.1%-12.1pp |
| Annual return | 6.05% | 11.20%-5.1pp | 425.99%-419.9pp | 48.65%-42.6pp |
| Employer contribution / active EE | $361 | $3,297-89.1% | $2,470-85.4% | $2,182-83.5% |
| Participant deferral / active EE | $2,947 | $4,538-35.1% | $3,497-15.7% | $3,356-12.2% |
| Admin fee / account holder | $220 | $81+170.1% | $5,481-96.0% | $70+212.2% |