Filed July 23, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,987 |
ANTON COLLINS MITCHELL LLP1 year Filed as: ANTON COLLINS MITCHELL, LLC Service code 10 · EIN 01-0724563 | Accounting | $15,065 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,892 |
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 | $26,528 | $41,467-36.0% | $67,313-60.6% | $55,725-52.4% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.4pp | 70.9%+27.6pp |
| Annual return | -2.56% | 0.82%-3.4pp | -4.08%+1.5pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,916 | $1,316+45.5% | $2,566-25.3% | $2,078-7.8% |
| Participant deferral / active EE | $5,076 | $2,399+111.6% | $3,568+42.3% | $3,356+51.3% |
| Admin fee / account holder | $92 | $102-9.7% | $4,507-98.0% | $115-20.0% |