Filed July 21, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 45-4124285 | Actuarial | $35,427 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $33,119 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | 15.65% | 0.19%+15.5pp | 38.14%-22.5pp | 0.19%+15.5pp |
| Employer contribution / active EE | $5,393 | $13,763-60.8% | $34,245-84.3% | $13,763-60.8% |
| Participant deferral / active EE | $551 | $804-31.5% | $185+198.2% | $804-31.5% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |