Filed March 25, 2024 (most recent of 3 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 | $63,283 |
BPS&M1+ years Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $18,000 |
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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 | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -0.99% | -1.67%+0.7pp | -1.08%+0.1pp | -2.16%+1.2pp |
| Employer contribution / active EE | $20,833 | $44,358-53.0% | $35,779-41.8% | $42,957-51.5% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |