Filed January 12, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 ADVISORY BILLING H0006-08R · SAINT LOUIS, MO 631032205 | Advisory (Plan) | $36,456 |
NATIONWIDE7+ years Service code 35 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Employee (plan sp... | $33,137 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $20,191 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 34-1542819 6504 BRIDGEPOINT PARKWAY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $7,292 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,144 | $65,092-18.4% | $143,799-63.0% | $66,938-20.6% |
| Participation rate | 76.1% | 65.2%+10.9pp | 80.3%-4.2pp | 69.8%+6.3pp |
| Annual return | -21.21% | -11.14%-10.1pp | -0.04%-21.2pp | 1.58%-22.8pp |
| Employer contribution / active EE | $2,579 | $2,362+9.2% | $4,952-47.9% | $2,545+1.3% |
| Participant deferral / active EE | $4,296 | $2,920+47.1% | $5,638-23.8% | $4,238+1.4% |
| Admin fee / account holder | $393 | $502-21.7% | $14,677-97.3% | $594-33.7% |