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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $170,352 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $62,433 |
D & G ADVISORY GROUP LLC1 year Filed as: ADVISORY GROUP OF S.F. Service code 27 · EIN 94-3339091 | Advisory (Plan) | $32,713 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $21,346 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,060 | $114,195-65.8% | $106,554-63.3% | $93,010-58.0% |
| Participation rate | 91.3% | 86.4%+4.9pp | 76.1%+15.1pp | 73.9%+17.4pp |
| Annual return | 14.47% | 22.18%-7.7pp | 26.80%-12.3pp | 158.70%-144.2pp |
| Employer contribution / active EE | $90 | $4,009-97.8% | $2,819-96.8% | $2,705-96.7% |
| Participant deferral / active EE | $3,943 | $5,908-33.3% | $4,398-10.4% | $4,561-13.5% |
| Admin fee / account holder | $97 | $105-7.0% | $7,408-98.7% | $152-35.8% |