Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $37,008 |
GRANT THORNTON LLP1+ years Service code 11 · EIN 36-6055558 | Actuarial | $35,000 |
ROGERS WEALTH GROUP, INC.1+ years Filed as: ROGERS FINANCIAL GROUP Service code 16 2262 BLUE STONE HILLS DRIVE, STE B · HARRISONBURG, VA 22801 | Consulting | $13,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | -3.56% | 5.09%-8.6pp | 4.74%-8.3pp | 7.18%-10.7pp |
| Employer contribution / active EE | $1,454 | $33,192-95.6% | $46,220-96.9% | $13,095-88.9% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |