Filed April 19, 2022 (most recent of 3 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $48,791 |
MERCER2 years Service code 11 · EIN 13-2934414 | Actuarial | $45,718 |
Service code 11 · EIN 45-4124285 | Actuarial | $5,771 |
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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 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | 9.18% | -0.69%+9.9pp | 38.14%-29.0pp | -0.69%+9.9pp |
| Employer contribution / active EE | $10,988 | $16,786-34.5% | $34,245-67.9% | $16,786-34.5% |
| Participant deferral / active EE | $2,018 | $525+284.2% | $185+993.0% | $525+284.2% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |