Filed April 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $599,681 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC. Service code 28 · EIN 36-4291971 | Investment Management | $52,500 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 2850 WEST GOLF ROAD, 5TH FLOOR · ROLLING MEADOWS, IL 60008 | Consulting | $48,750 |
JONES & ROTH, PC2 years Filed as: JONES & ROTH, P.C. Service code 10 · EIN 93-0819646 | Accounting | $12,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,138 | $96,261-77.0% | $76,768-71.2% | $68,904-67.9% |
| Participation rate | 92.2% | 87.0%+5.2pp | 77.0%+15.2pp | 74.1%+18.1pp |
| Annual return | 3.77% | -0.85%+4.6pp | 2.43%+1.3pp | 1.07%+2.7pp |
| Employer contribution / active EE | $1,525 | $3,303-53.8% | $2,485-38.6% | $2,540-39.9% |
| Participant deferral / active EE | $2,367 | $5,537-57.3% | $3,852-38.6% | $4,015-41.1% |
| Admin fee / account holder | $55 | $73-24.4% | $6,676-99.2% | $71-22.7% |