Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,859 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $9,000 |
HOWARD SIMON & ASSOCIATES, INC.6+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $0 |
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 | $30,785 | $100,801-69.5% | $149,745-79.4% | $73,412-58.1% |
| Participation rate | 98.1% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 2.01% | 265.34%-263.3pp | 276.72%-274.7pp | 59.30%-57.3pp |
| Employer contribution / active EE | $1,859 | $3,312-43.9% | $4,646-60.0% | $2,234-16.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $97 | $181-46.4% | $9,312-99.0% | $158-38.7% |