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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $274,540 |
BB&T4+ years Filed as: BB&T INSTITUTIONAL INVESTMENTS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $76,250 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $23,750 |
SMITH, GAMBRELL & RUSSELL, LLP4+ years Filed as: VESTAL & WILER Service code 10 · EIN 59-3198021 | Accounting | $9,800 |
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 | $62,972 | $57,605+9.3% | $67,313-6.4% | $68,904-8.6% |
| Participation rate | 41.6% | 67.4%-25.8pp | 69.1%-27.4pp | 74.1%-32.5pp |
| Annual return | -2.51% | -3.81%+1.3pp | -4.08%+1.6pp | 1.07%-3.6pp |
| Employer contribution / active EE | $932 | $2,219-58.0% | $2,566-63.7% | $2,540-63.3% |
| Participant deferral / active EE | $1,977 | $3,063-35.5% | $3,568-44.6% | $4,015-50.8% |
| Admin fee / account holder | $103 | $77+32.6% | $4,507-97.7% | $71+44.0% |