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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $320,727 |
THE ADVISORY GROUP1 year Filed as: ADVISORY GROUP OF SAN FRANCISCO Service code 27 · EIN 94-3339091 | Advisory (Plan) | $277,573 |
LAZARD ASSET MANAGEMENT1 year Service code 50 · EIN 05-0530199 | Direct Payment | $103,004 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $28,219 |
DAVID JOSEPH ZUERCHER4+ years Service code 28 · EIN 45-5729777 | Investment Management | $10,000 |
LEN MCCANDLISS4+ years Service code 28 · EIN 94-6103555 | Investment Management | $10,000 |
MIKE STODDEN1 year Service code 28 · EIN 51-7626711 | Investment Management | $10,000 |
RICH BARTOL CONSULTING2 years Filed as: RICH SIMPSON Service code 28 · EIN 94-2455733 | Investment Management | $8,000 |
SKY BLUE SERVICES INC.3 years Service code 28 · EIN 81-0942530 | Investment Management | $8,000 |
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.
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 | $44,483 | $96,403-53.9% | $93,621-52.5% | $77,775-42.8% |
| Participation rate | 46.5% | 87.6%-41.1pp | 75.8%-29.3pp | 73.2%-26.7pp |
| Annual return | 1.94% | 39.36%-37.4pp | 32.76%-30.8pp | 32.58%-30.6pp |
| Employer contribution / active EE | $2,679 | $3,616-25.9% | $2,719-1.4% | $2,504+7.0% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,070-100.0% | $3,966-100.0% |
| Admin fee / account holder | $139 | $90+54.7% | $7,890-98.2% | $100+38.4% |