Filed November 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $16,386 |
MERCER3 years Service code 11 · EIN 13-2934414 | Actuarial | $9,874 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $235,493-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 24.6%-24.6pp | 5.6%-5.6pp |
| Annual return | 3.79% | 39.77%-36.0pp | -6.07%+9.9pp | 39.77%-36.0pp |
| Employer contribution / active EE | $8,176 | $19,959-59.0% | $37,389-78.1% | $19,959-59.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $182-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $12,327-100.0% | $62-100.0% |