Filed September 22, 2021 (most recent of 4 filings on file)
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 |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $644,451 |
PINNACLE ADVISORY GROUP3+ years Service code 16 · EIN 52-1804676 | Consulting | $23,248 |
BPS&M1 year Service code 15 · EIN 62-0853448 | Recordkeeping | $8,500 |
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 | $98,520 | $100,589-2.1% | $136,298-27.7% | $177,276-44.4% |
| Participation rate | 94.8% | 77.4%+17.4pp | 81.9%+12.9pp | 74.8%+20.0pp |
| Annual return | 17.78% | 39.18%-21.4pp | 5156.27%-5138.5pp | 21.25%-3.5pp |
| Employer contribution / active EE | $2,026 | $3,259-37.8% | $4,696-56.9% | $2,479-18.3% |
| Participant deferral / active EE | $7,530 | $5,830+29.2% | $6,247+20.5% | $3,881+94.0% |
| Admin fee / account holder | $57 | $55+3.5% | $9,244-99.4% | $154-63.3% |