Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
HOWARD SIMON & ASSOCIATES, INC.5+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $29,372 |
WELLS FARGO BANK, N.A.5+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $18,764 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $11,100 |
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 | $33,241 | $88,122-62.3% | $141,197-76.5% | $67,582-50.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 1.99% | 75.40%-73.4pp | 71.41%-69.4pp | 378.57%-376.6pp |
| Employer contribution / active EE | $1,099 | $3,224-65.9% | $4,736-76.8% | $2,148-48.8% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $203 | $131+55.0% | $10,265-98.0% | $142+42.6% |