Filed May 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $33,070 |
HOWARD SIMON & ASSOCIATES, INC.7+ years Filed as: THE HOWARD E. NYHART COMPANY, INC. Service code 15 · EIN 35-0966414 | Recordkeeping | $23,050 |
Filed as: ALDRICH CPAS AND ADVISORS LLP Service code 10 · EIN 93-0623286 7676 HAZARD CENTER DRIVE, #1300 · SAN DIEGO, CA 92108 | Accounting | $4,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,468 | $104,336-63.1% | $159,474-75.9% | $86,821-55.7% |
| Participation rate | 99.3% | 77.7%+21.6pp | 82.8%+16.4pp | 72.3%+27.0pp |
| Annual return | 30.59% | 26.32%+4.3pp | 263.68%-233.1pp | 97.94%-67.4pp |
| Employer contribution / active EE | $2,856 | $3,451-17.2% | $4,831-40.9% | $2,406+18.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,353-100.0% | $4,132-100.0% |
| Admin fee / account holder | $187 | $172+8.3% | $10,802-98.3% | $170+10.0% |