Filed December 27, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $165,717 |
AMERICAN FUNDS2 years Filed as: CAPITAL STRATEGIES Service code 26 · EIN 26-4789150 | Advisory (Participants) | $60,000 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 P O BOX 642743 · PITTSBURGH, PA 152642743 | Accounting | $28,608 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $9,686 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,834 | $105,247+4.4% | $87,100+26.1% | $77,787+41.2% |
| Participation rate | 94.4% | 85.8%+8.6pp | 76.9%+17.5pp | 73.2%+21.2pp |
| Annual return | 22.57% | 24.52%-1.9pp | 28.19%-5.6pp | 32.57%-10.0pp |
| Employer contribution / active EE | $4,828 | $2,895+66.8% | $2,521+91.5% | $2,504+92.8% |
| Participant deferral / active EE | $8,629 | $5,060+70.5% | $4,049+113.1% | $3,967+117.5% |
| Admin fee / account holder | $203 | $104+94.5% | $7,497-97.3% | $100+103.1% |