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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $827,861 |
BKD, LLP4+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $23,700 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,460 | $68,904-23.9% | $111,392-52.9% | $68,904-23.9% |
| Participation rate | 96.6% | 74.1%+22.5pp | 78.9%+17.8pp | 74.1%+22.5pp |
| Annual return | -4.12% | 1.07%-5.2pp | -2.06%-2.1pp | 1.07%-5.2pp |
| Employer contribution / active EE | $1,906 | $2,540-25.0% | $4,328-56.0% | $2,540-25.0% |
| Participant deferral / active EE | $4,314 | $4,015+7.4% | $5,567-22.5% | $4,015+7.4% |
| Admin fee / account holder | $84 | $71+17.6% | $12,266-99.3% | $71+17.6% |