Filed September 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $593,282 |
PINNACLE ADVISORY GROUP1+ years Service code 16 · EIN 52-1804676 | Consulting | $22,180 |
BAKER TILLY US, LLP1+ years Filed as: SQUAR, MILNER, MIRANDA & WILLIAMSON Service code 10 · EIN 33-0835986 | Accounting | $20,520 |
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 | $79,582 | $79,5580% | $115,038-30.8% | $67,505+17.9% |
| Participation rate | 94.6% | 74.3%+20.3pp | 81.4%+13.2pp | 71.2%+23.4pp |
| Annual return | 5.49% | 4.65%+0.8pp | 26.14%-20.6pp | 6.52%-1.0pp |
| Employer contribution / active EE | $1,831 | $2,529-27.6% | $4,608-60.3% | $2,173-15.7% |
| Participant deferral / active EE | $7,165 | $5,510+30.0% | $6,026+18.9% | $3,597+99.2% |
| Admin fee / account holder | $54 | $60-9.2% | $8,175-99.3% | $56-3.3% |