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Published byCalvin Stafford Modified over 9 years ago
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WECC 401K Plan Annual Review Jim Robb, CEO and 401K Trustee W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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Summary Record keeper transfer from APA benefits to Fidelity proceeded very smoothly – no issues Overall Plan performance – Plan returns tracks benchmark composite very well – Fund expense ratios well below peer group average (0.32% versus 1.03%) – Overall plan expenses also favorable at 0.74% versus 1.0-1.11% for comparable size plan benchmarks – 90% of plan assets are performing acceptably; 10% are on our watch list; 80% of assets are beating 1,3, and 5 year benchmark returns Open issues – Employees continue to invest more aggressively than benchmarks suggest – One conspicuous gap in investment offering should be addressed (small cap growth fund) 2 W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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WECC 401(K) Plan Plan Composite Return Analysis 3 W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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WECC 401(K) Plan Fee Analysis Report - Summary 4 W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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WECC 401(K) Plan APA 12 Point Graph 5 W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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WECC 401(K) Plan APA 12 Point Graph 6 W ESTERN E LECTRICITY C OORDINATING C OUNCIL
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