Filed October 13, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $75 |
FEDERATED1+ years Filed as: FEDERATED INVESTORS Service code 51 FEDERATED INVESTORS TOWER · PITTSBURGH, PA 152223779 | Investment Mgmt Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISOR, LLC Service code 55 ONE PPG PLACE STE 2200 · PITTSBURGH, PA 15222 | Other Commissions | $0 |
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 | $66,671 | $68,413-2.5% | $123,106-45.8% | $55,191+20.8% |
| Participation rate | 97.4% | 84.5%+12.9pp | 86.8%+10.6pp | 69.2%+28.2pp |
| Annual return | -0.30% | 6.30%-6.6pp | 13.22%-13.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2,600 | $3,050-14.8% | $5,151-49.5% | $1,899+36.9% |
| Participant deferral / active EE | $3,936 | $4,490-12.4% | $6,229-36.8% | $3,046+29.2% |
| Admin fee / account holder | $0 | $88-100.0% | $9,015-100.0% | $91-100.0% |