Filed August 3, 2023 (most recent of 3 filings on file)
Total covered: 616 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $251,285 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,421 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,585 | $95,388-9.2% | $125,401-31.0% | $77,906+11.1% |
| Participation rate | 78.7% | 78.6%+0.1pp | 82.4%-3.7pp | 73.7%+5.0pp |
| Annual return | 1.47% | 116.19%-114.7pp | 572.53%-571.1pp | 12.16%-10.7pp |
| Employer contribution / active EE | $1,148 | $3,666-68.7% | $4,816-76.2% | $2,846-59.7% |
| Participant deferral / active EE | $6,882 | $7,711-10.8% | $7,448-7.6% | $4,805+43.2% |
| Admin fee / account holder | $70 | $119-40.9% | $10,008-99.3% | $133-47.0% |