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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $792,164 |
BKD, LLP5+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $24,500 |
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 | $62,894 | $82,204-23.5% | $127,803-50.8% | $82,204-23.5% |
| Participation rate | 96.6% | 73.4%+23.2pp | 79.0%+17.6pp | 73.4%+23.2pp |
| Annual return | 24.97% | 26.31%-1.3pp | 26.14%-1.2pp | 26.31%-1.3pp |
| Employer contribution / active EE | $2,015 | $2,707-25.6% | $4,576-56.0% | $2,707-25.6% |
| Participant deferral / active EE | $4,633 | $4,246+9.1% | $6,023-23.1% | $4,246+9.1% |
| Admin fee / account holder | $79 | $76+4.0% | $9,399-99.2% | $76+4.0% |