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 | $34,861 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 10.91% | 12.51%-1.6pp | 14.20%-3.3pp | 13.95%-3.0pp |
| Employer contribution / active EE | $24,177 | $17,557+37.7% | $27,968-13.6% | $16,598+45.7% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |