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.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $99,470 |
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $74,557 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $235,493-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 9.9%-9.9pp |
| Annual return | 4.63% | -6.11%+10.7pp | -6.07%+10.7pp | -5.25%+9.9pp |
| Employer contribution / active EE | $21,978 | $14,192+54.9% | $37,389-41.2% | $15,161+45.0% |
| Participant deferral / active EE | $86 | $331-74.0% | $182-52.5% | $120-28.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $12,327-100.0% | $3,859-100.0% |