Filed November 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $150,886 |
CLIFTONLARSONALLEN LLP6+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,605 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,122 | $105,190-24.8% | $98,907-20.0% | $90,288-12.4% |
| Participation rate | 80.8% | 86.4%-5.5pp | 76.0%+4.8pp | 73.4%+7.5pp |
| Annual return | 15.09% | 18.52%-3.4pp | 196.43%-181.3pp | 53.97%-38.9pp |
| Employer contribution / active EE | $606 | $3,831-84.2% | $2,689-77.5% | $2,524-76.0% |
| Participant deferral / active EE | $4,064 | $5,616-27.6% | $4,244-4.2% | $4,232-4.0% |
| Admin fee / account holder | $124 | $97+27.4% | $6,642-98.1% | $114+8.8% |