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 | $188,004 |
THE ADVISORY GROUP3 years Filed as: ADVISORY GROUP OF SAN FRANCISCO Service code 27 · EIN 94-3339091 | Advisory (Plan) | $100,668 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLAN, LLP Service code 10 · EIN 94-2147510 | Accounting | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,817 | $33,780-35.4% | $74,550-70.7% | $75,289-71.0% |
| Participation rate | 91.0% | 62.7%+28.3pp | 69.1%+21.9pp | 72.4%+18.6pp |
| Annual return | -4.78% | -1.24%-3.5pp | 32.53%-37.3pp | -0.04%-4.7pp |
| Employer contribution / active EE | $100 | $845-88.2% | $1,961-94.9% | $2,405-95.8% |
| Participant deferral / active EE | $3,227 | $1,890+70.8% | $3,108+3.8% | $3,739-13.7% |
| Admin fee / account holder | $82 | $86-5.2% | $5,060-98.4% | $102-20.0% |