Filed October 13, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1+ years Filed as: FEDERATED INVESTORS, INC Service code 51 · EIN 25-1111467 | Investment Mgmt Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 55 · EIN 23-2384840 | Other Commissions | $0 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.37% | 0.06%-1.4pp | -0.81%-0.6pp | -0.60%-0.8pp |
| Employer contribution / active EE | $7,197 | $14,206-49.3% | $38,425-81.3% | $12,272-41.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |