Filed February 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $286,010 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: KELLIHER GROUP MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $114,667 |
PICCERELLI, GILSTEIN & CO1+ years Filed as: PICCERELLI, GILSTEIN & CO, LLP Service code 10 · EIN 05-0353162 | Accounting | $24,070 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,511 |
DELOITTE & TOUCHE LLP1+ years Filed as: BRYAN, PENDLETON SWATS & MCALLISTER Service code 10 · EIN 65-0853448 | Accounting | $7,400 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,858 | $81,321-1.8% | $68,509+16.6% | $59,188+34.9% |
| Participation rate | 98.9% | 83.8%+15.0pp | 74.7%+24.1pp | 69.4%+29.5pp |
| Annual return | 1.24% | 4.65%-3.4pp | 8.27%-7.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $2,648 | $3,297-19.7% | $2,278+16.2% | $2,098+26.2% |
| Participant deferral / active EE | $4,668 | $4,592+1.7% | $3,382+38.0% | $3,265+43.0% |
| Admin fee / account holder | $268 | $62+334.5% | $5,275-94.9% | $92+190.9% |