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 year Filed as: WELLS FARGO BNK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $652,449 |
PINNACLE ADVISORY GROUP6+ years Service code 16 · EIN 52-1804676 | Consulting | $26,185 |
FINDLEY2 years Service code 15 · EIN 34-1213147 | Recordkeeping | $7,000 |
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 | $131,225 | $108,759+20.7% | $149,751-12.4% | $93,223+40.8% |
| Participation rate | 88.1% | 70.7%+17.4pp | 82.5%+5.6pp | 74.9%+13.2pp |
| Annual return | 18.40% | 19.53%-1.1pp | 276.71%-258.3pp | 19.29%-0.9pp |
| Employer contribution / active EE | $2,900 | $2,777+4.4% | $4,646-37.6% | $2,680+8.2% |
| Participant deferral / active EE | $8,626 | $6,149+40.3% | $6,843+26.1% | $4,563+89.0% |
| Admin fee / account holder | $52 | $81-35.4% | $9,312-99.4% | $79-34.1% |