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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $307,269 |
THE ADVISORY GROUP3 years Filed as: ADVISORY GROUP OF SAN FRANCISCO Service code 27 · EIN 94-3339091 | Advisory (Plan) | $117,071 |
LAZARD ASSET MANAGEMENT3 years Service code 27 · EIN 05-0530199 | Advisory (Plan) | $62,004 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $37,460 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $34,876 |
DAVID JOSEPH ZUERCHER6+ years Service code 28 · EIN 45-5729777 | Investment Management | $10,000 |
LEN MCCANDLISS6+ years Service code 28 · EIN 55-4520548 | Investment Management | $10,000 |
MIKE STODDEN3 years Service code 28 · EIN 51-7626711 | Investment Management | $10,000 |
RICH BARTOL CONSULTING4 years Filed as: RICH SIMPSON Service code 28 · EIN 94-2455733 | Investment Management | $8,000 |
SKY BLUE SERVICES INC.5 years Service code 28 | 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 | $51,362 | $114,195-55.0% | $106,554-51.8% | $93,010-44.8% |
| Participation rate | 88.9% | 86.4%+2.5pp | 76.1%+12.8pp | 73.9%+15.0pp |
| Annual return | 41.30% | 22.18%+19.1pp | 26.80%+14.5pp | 158.70%-117.4pp |
| Employer contribution / active EE | $5,274 | $4,009+31.6% | $2,819+87.1% | $2,705+94.9% |
| Participant deferral / active EE | $0 | $5,908-100.0% | $4,398-100.0% | $4,561-100.0% |
| Admin fee / account holder | $109 | $105+4.1% | $7,408-98.5% | $152-28.1% |