Filed December 30, 2015 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $241,208 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $95,710 |
KCOE ISOM, LLP2 years Service code 10 · EIN 48-0567703 | Accounting | $24,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,340 | $77,197-34.8% | $86,615-41.9% | $93,010-45.9% |
| Participation rate | 56.2% | 78.2%-22.0pp | 71.6%-15.5pp | 73.9%-17.7pp |
| Annual return | 11.31% | 16.31%-5.0pp | 63.51%-52.2pp | 158.70%-147.4pp |
| Employer contribution / active EE | $1,065 | $2,514-57.7% | $2,496-57.3% | $2,705-60.6% |
| Participant deferral / active EE | $1,859 | $3,831-51.5% | $3,699-49.7% | $4,561-59.2% |
| Admin fee / account holder | $163 | $105+55.8% | $5,830-97.2% | $152+7.8% |