Filed September 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $520,892 |
PINNACLE ADVISORY GROUP4+ years Service code 16 · EIN 52-1804676 | Consulting | $25,298 |
BPS&M2 years Service code 15 · EIN 62-0853448 | Recordkeeping | $5,500 |
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 | $89,671 | $83,812+7.0% | $123,553-27.4% | $68,904+30.1% |
| Participation rate | 94.8% | 77.0%+17.8pp | 82.3%+12.5pp | 74.1%+20.7pp |
| Annual return | -4.00% | 0.60%-4.6pp | 119.21%-123.2pp | 1.07%-5.1pp |
| Employer contribution / active EE | $2,125 | $2,924-27.3% | $4,628-54.1% | $2,540-16.4% |
| Participant deferral / active EE | $7,982 | $5,609+42.3% | $6,426+24.2% | $4,015+98.8% |
| Admin fee / account holder | $46 | $65-28.5% | $9,284-99.5% | $71-34.9% |