Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 21 1 N. JEFFERSON AVE. · SAINT LOUIS, MO 63103 | Bank Trustee | $95,169 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 14.83% | 16.52%-1.7pp | 14.20%+0.6pp | 17.84%-3.0pp |
| Employer contribution / active EE | $11,785 | $13,798-14.6% | $27,968-57.9% | $14,688-19.8% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |