Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $635,953 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $38,500 |
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 | $50,116 | $67,505-25.8% | $90,223-44.5% | $67,505-25.8% |
| Participation rate | 95.8% | 71.2%+24.6pp | 79.0%+16.8pp | 71.2%+24.6pp |
| Annual return | 3.76% | 6.52%-2.8pp | 1.31%+2.5pp | 6.52%-2.8pp |
| Employer contribution / active EE | $1,745 | $2,173-19.7% | $4,378-60.2% | $2,173-19.7% |
| Participant deferral / active EE | $3,881 | $3,597+7.9% | $5,792-33.0% | $3,597+7.9% |
| Admin fee / account holder | $80 | $56+42.2% | $7,406-98.9% | $56+42.2% |