Filed October 13, 2017
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED2+ years Filed as: FEDERATED INVESTORS, INC Service code 51 · EIN 25-1111467 | Investment Mgmt Fees | $410 |
WELLS FARGO BANK, N.A.2+ 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.76% | 5.13%-0.4pp | 4.74%0pp | 7.18%-2.4pp |
| Employer contribution / active EE | $6,352 | $14,689-56.8% | $36,089-82.4% | $13,095-51.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |