Filed May 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2934414 | Actuarial | $17,035 |
THE BANK OF NEW YORK MELLON2+ years Service code 28 · EIN 13-5160382 | Investment Management | $16,076 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N. A. Service code 21 · EIN 94-1347393 | Bank Trustee | $7,273 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $105,260-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 21.7%-21.7pp | 4.5%-4.5pp |
| Annual return | 15.26% | 13.95%+1.3pp | 9.21%+6.0pp | 13.95%+1.3pp |
| Employer contribution / active EE | $7,772 | $16,598-53.2% | $35,088-77.8% | $16,598-53.2% |
| Participant deferral / active EE | $0 | $511-100.0% | $163-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $4,019-100.0% | $612-100.0% |