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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $105,858 |
KPMG LLP1 year Filed as: KPMG Service code 34 · EIN 13-5565207 | Direct payment from the plan; Valuati... | $43,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 41-6257133 | Advisory (Plan) | $19,761 |
KOBAYASHI & COMPANY6+ years Filed as: KOBAYASHI & CO Service code 10 · EIN 95-4297925 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $199,199 | $143,525+38.8% | $379,746-47.5% | $90,288+120.6% |
| Participation rate | 59.8% | 82.9%-23.1pp | 78.4%-18.6pp | 73.4%-13.5pp |
| Annual return | 18.19% | 18.97%-0.8pp | 34.90%-16.7pp | 53.97%-35.8pp |
| Employer contribution / active EE | $1,520 | $3,201-52.5% | $3,540-57.1% | $2,524-39.8% |
| Participant deferral / active EE | $3,417 | $5,231-34.7% | $6,024-43.3% | $4,232-19.3% |
| Admin fee / account holder | $176 | $100+75.2% | $7,927-97.8% | $114+54.2% |