Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.3+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $24,123 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,132 |
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.
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 | $47,635 | $80,753-41.0% | $136,298-65.1% | $62,293-23.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.96% | 35.83%-25.9pp | 5156.27%-5146.3pp | 28.90%-18.9pp |
| Employer contribution / active EE | $1,408 | $2,884-51.2% | $4,696-70.0% | $2,042-31.0% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $197 | $525-62.6% | $9,244-97.9% | $479-59.0% |