Filed July 2, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $139,162 |
Filed as: CAPITAL INVESTMENT GROUP, INC. Service code 27 · EIN 56-1394939 | Advisory (Plan) | $112,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,921 | $329,111-95.5% | $109,313-86.4% | $329,111-95.5% |
| Participation rate | 55.3% | 67.9%-12.5pp | 71.3%-16.0pp | 67.9%-12.5pp |
| Annual return | 6.24% | 16.35%-10.1pp | 22.07%-15.8pp | 16.35%-10.1pp |
| Employer contribution / active EE | $304 | $2,303-86.8% | $3,892-92.2% | $2,303-86.8% |
| Participant deferral / active EE | $1,377 | $3,682-62.6% | $3,166-56.5% | $3,682-62.6% |
| Admin fee / account holder | $32 | $754-95.7% | $5,666-99.4% | $754-95.7% |