Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $276,486 |
THE ADVISORY GROUP1 year Service code 27 · EIN 94-3339091 | Advisory (Plan) | $101,901 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $61,646 |
DAVID JOSEPH ZUERCHER3+ years Service code 28 · EIN 45-5729777 | Investment Management | $10,000 |
LEN MCCANDLISS3+ years Service code 28 · EIN 94-6103555 | Investment Management | $10,000 |
RICH BARTOL CONSULTING1 year Filed as: RICH SIMPSON Service code 28 · EIN 94-2455733 | Investment Management | $8,000 |
SKY BLUE SERVICES INC.2 years Service code 28 · EIN 81-0942530 | Investment Management | $8,000 |
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 | $45,934 | $134,045-65.7% | $80,022-42.6% | $75,289-39.0% |
| Participation rate | 76.9% | 85.8%-8.9pp | 75.8%+1.0pp | 72.4%+4.5pp |
| Annual return | 11.47% | -0.56%+12.0pp | 11.22%+0.2pp | -0.04%+11.5pp |
| Employer contribution / active EE | $4,597 | $3,492+31.6% | $2,468+86.3% | $2,405+91.1% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $146 | $124+18.2% | $6,521-97.8% | $102+43.1% |