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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $809,873 |
BKD, LLP3+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $23,700 |
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 | $57,718 | $177,276-67.4% | $118,746-51.4% | $177,276-67.4% |
| Participation rate | 96.7% | 74.8%+21.9pp | 78.3%+18.4pp | 74.8%+21.9pp |
| Annual return | 15.12% | 21.25%-6.1pp | 24.54%-9.4pp | 21.25%-6.1pp |
| Employer contribution / active EE | $1,825 | $2,479-26.4% | $4,193-56.5% | $2,479-26.4% |
| Participant deferral / active EE | $4,100 | $3,881+5.7% | $5,332-23.1% | $3,881+5.7% |
| Admin fee / account holder | $86 | $154-43.9% | $10,720-99.2% | $154-43.9% |