Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.2+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $27,829 |
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $18,214 |
Filed as: ALDRICH CPA'S AND ADVISORS LLP Service code 10 · EIN 93-0623286 | Accounting | $8,400 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant 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 | $50,594 | $75,183-32.7% | $123,894-59.2% | $55,167-8.3% |
| Participation rate | 99.5% | 72.8%+26.7pp | 81.4%+18.1pp | 69.0%+30.5pp |
| Annual return | 10.35% | 19.01%-8.7pp | 47.52%-37.2pp | 169.23%-158.9pp |
| Employer contribution / active EE | $1,531 | $2,823-45.8% | $4,617-66.8% | $1,963-22.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $276 | $663-58.3% | $8,357-96.7% | $504-45.2% |