Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $203,666 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 11 · EIN 34-6565596 | Actuarial | $38,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $32,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,167 | $120,450+17.2% | $159,495-11.5% | $93,010+51.8% |
| Participation rate | 64.5% | 78.0%-13.5pp | 82.8%-18.4pp | 73.9%-9.4pp |
| Annual return | 37.89% | 27.11%+10.8pp | 263.72%-225.8pp | 158.70%-120.8pp |
| Employer contribution / active EE | $1,139 | $3,526-67.7% | $4,831-76.4% | $2,705-57.9% |
| Participant deferral / active EE | $7,135 | $7,283-2.0% | $7,354-3.0% | $4,561+56.4% |
| Admin fee / account holder | $112 | $137-17.9% | $10,804-99.0% | $152-26.0% |