Filed October 13, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $350 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISOR, LLC Service code 55 · EIN 23-2384840 ONE PPG PLACE STE 2200 · PITTSBURGH, PA 15222 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,674 | $81,537-9.6% | $149,716-50.8% | $69,631+5.8% |
| Participation rate | 93.0% | 86.1%+6.9pp | 87.1%+5.9pp | 70.7%+22.3pp |
| Annual return | 12.75% | 22.79%-10.0pp | 1501.67%-1488.9pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $3,929 | $3,239+21.3% | $5,444-27.8% | $2,032+93.4% |
| Participant deferral / active EE | $3,739 | $4,994-25.1% | $6,568-43.1% | $3,224+16.0% |
| Admin fee / account holder | $1 | $107-99.1% | $11,282-100.0% | $110-99.1% |