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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $311,767 |
BB&T2+ years Filed as: BB&T INSTITUTIONAL INVESTMENTS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $85,000 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: VESTAL & WILER Service code 10 · EIN 59-3198021 | Accounting | $23,425 |
KILPATRICK TOWNSEND2+ years Filed as: KILPATRICK & TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $12,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,741 | $56,606+35.6% | $67,836+13.1% | $65,292+17.5% |
| Participation rate | 44.1% | 62.4%-18.3pp | 68.8%-24.7pp | 72.4%-28.4pp |
| Annual return | 31.85% | 16.19%+15.7pp | 138.49%-106.6pp | 11.84%+20.0pp |
| Employer contribution / active EE | $1,008 | $1,797-43.9% | $2,404-58.1% | $2,302-56.2% |
| Participant deferral / active EE | $1,902 | $2,804-32.2% | $3,160-39.8% | $3,579-46.8% |
| Admin fee / account holder | $102 | $57+80.0% | $4,621-97.8% | $57+77.6% |