Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $106,559 |
GALLINA LLP1+ years Filed as: GALLINA, LLP Service code 10 · EIN 94-2147510 | Accounting | $14,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,037 | $31,810-30.7% | $64,101-65.6% | $59,188-62.8% |
| Participation rate | 80.8% | 57.7%+23.1pp | 68.2%+12.6pp | 69.4%+11.4pp |
| Annual return | -1.63% | 9.41%-11.0pp | 791.27%-792.9pp | 5.51%-7.1pp |
| Employer contribution / active EE | $67 | $659-89.9% | $1,820-96.3% | $2,098-96.8% |
| Participant deferral / active EE | $2,312 | $1,582+46.1% | $2,822-18.1% | $3,265-29.2% |
| Admin fee / account holder | $47 | $57-17.8% | $4,499-99.0% | $92-49.3% |