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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $813,477 |
BKD, LLP6+ 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 | $75,575 | $93,223-18.9% | $138,135-45.3% | $93,223-18.9% |
| Participation rate | 96.8% | 74.9%+21.9pp | 78.7%+18.1pp | 74.9%+21.9pp |
| Annual return | 16.36% | 19.29%-2.9pp | 20.51%-4.1pp | 19.29%-2.9pp |
| Employer contribution / active EE | $2,111 | $2,680-21.2% | $5,587-62.2% | $2,680-21.2% |
| Participant deferral / active EE | $4,871 | $4,563+6.7% | $6,431-24.3% | $4,563+6.7% |
| Admin fee / account holder | $86 | $79+8.4% | $11,856-99.3% | $79+8.4% |