Filed June 4, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $18,047 |
Filed as: ALPHA INVESTMENT CONSULTANT GROUP Service code 16 · EIN 39-1859759 | Consulting | $6,250 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.91% | -0.43%-0.5pp | -3.43%+2.5pp | -0.60%-0.3pp |
| Employer contribution / active EE | $44,305 | $10,132+337.3% | $25,607+73.0% | $12,272+261.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |