Filed April 15, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 21 1 N. JEFFERSON AVE. · SAINT LOUIS, MO 63103 | Bank Trustee | $38,446 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -4.59% | -1.43%-3.2pp | -0.70%-3.9pp | -0.69%-3.9pp |
| Employer contribution / active EE | $25,357 | $25,105+1.0% | $28,903-12.3% | $16,786+51.1% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |