Filed December 18, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $197,818 |
ELLWOOD ASSOCIATES1 year Filed as: JH ELLWOOD Service code 16 · EIN 36-3121777 | Consulting | $23,453 |
UHY LLP1 year Filed as: UHY ADVISORS Service code 10 · EIN 20-0694403 | Accounting | $10,358 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,678 | $33,232+145.8% | $71,793+13.8% | $63,975+27.7% |
| Participation rate | 60.1% | 60.1%0pp | 69.1%-9.0pp | 71.1%-11.0pp |
| Annual return | 13.28% | 11.99%+1.3pp | 78.04%-64.8pp | 48.65%-35.4pp |
| Employer contribution / active EE | $1,296 | $723+79.2% | $1,924-32.7% | $2,182-40.6% |
| Participant deferral / active EE | $3,063 | $1,604+90.9% | $2,794+9.6% | $3,356-8.8% |
| Admin fee / account holder | $94 | $63+48.7% | $4,815-98.0% | $70+34.1% |