Filed September 7, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $27,675 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $9,880 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $5,453 |
Participant contribution per participant 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 | $11,799 | $65,820-82.1% | $108,745-89.1% | $57,658-79.5% |
| Participation rate | 75.8% | 72.7%+3.2pp | 77.7%-1.8pp | 70.2%+5.6pp |
| Annual return | 12.53% | 21.32%-8.8pp | 46.22%-33.7pp | 5.13%+7.4pp |
| Employer contribution / active EE | $1,393 | $2,285-39.1% | $3,323-58.1% | $1,974-29.4% |
| Participant deferral / active EE | $299 | $3,578-91.6% | $5,121-94.2% | $3,061-90.2% |
| Admin fee / account holder | $53 | $91-41.4% | $6,144-99.1% | $95-43.5% |