Filed August 25, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,125 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $15,714 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 27 · EIN 39-6037917 | Advisory (Plan) | $6,106 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,656 | $53,204-68.7% | $155,556-89.3% | $200,096-91.7% |
| Participation rate | 38.6% | 64.1%-25.5pp | 78.2%-39.7pp | 72.0%-33.4pp |
| Annual return | 15.64% | 41.02%-25.4pp | 64.84%-49.2pp | 34.26%-18.6pp |
| Employer contribution / active EE | $583 | $1,850-68.5% | $4,675-87.5% | $3,038-80.8% |
| Participant deferral / active EE | $799 | $3,163-74.7% | $5,631-85.8% | $5,090-84.3% |
| Admin fee / account holder | $117 | $186-37.0% | $15,885-99.3% | $269-56.6% |