Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $659,670 |
BKD, LLP2+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $23,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,849 | $65,292-20.6% | $105,754-51.0% | $65,292-20.6% |
| Participation rate | 96.1% | 72.4%+23.7pp | 78.9%+17.2pp | 72.4%+23.7pp |
| Annual return | 13.61% | 11.84%+1.8pp | 12.25%+1.4pp | 11.84%+1.8pp |
| Employer contribution / active EE | $1,662 | $2,302-27.8% | $4,079-59.2% | $2,302-27.8% |
| Participant deferral / active EE | $3,810 | $3,579+6.5% | $5,326-28.5% | $3,579+6.5% |
| Admin fee / account holder | $74 | $57+29.3% | $8,309-99.1% | $57+29.3% |