Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $104,978 |
PAVILLION ADVISORY GROUP, INC.1 year Filed as: PAVILLION ADVISORY GROUP INC Service code 17 · EIN 04-3831795 | Pension Consulting | $44,085 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $11,823 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,273 | $90,410-33.3% | $91,001-33.8% | $77,958-22.7% |
| Participation rate | 70.4% | 86.4%-16.0pp | 75.6%-5.2pp | 71.6%-1.3pp |
| Annual return | 54.82% | 21.34%+33.5pp | 4.60%+50.2pp | 20.87%+34.0pp |
| Employer contribution / active EE | $414 | $3,392-87.8% | $2,456-83.2% | $2,310-82.1% |
| Participant deferral / active EE | $3,252 | $4,816-32.5% | $3,547-8.3% | $3,537-8.1% |
| Admin fee / account holder | $120 | $79+52.1% | $5,417-97.8% | $97+23.3% |