Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 401 S TRYON ST · CHARLOTTE, NC 28081 | Advisory (Plan) | $15,977 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $837 |
Service code 13 6555 PERKINS RD SUITE 400 · BATON ROUGE, LA 70808 | Contract Administrator | $694 |
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 | $61,889 | $99,957-38.1% | $149,745-58.7% | $73,497-15.8% |
| Participation rate | 64.5% | 75.7%-11.2pp | 82.5%-18.0pp | 70.7%-6.2pp |
| Annual return | 21.90% | 53.87%-32.0pp | 276.72%-254.8pp | 28.51%-6.6pp |
| Employer contribution / active EE | $2,669 | $3,191-16.4% | $4,646-42.6% | $2,270+17.6% |
| Participant deferral / active EE | $5,282 | $6,073-13.0% | $6,843-22.8% | $3,740+41.2% |
| Admin fee / account holder | $123 | $551-77.7% | $9,312-98.7% | $513-76.0% |