Filed May 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $14,613 |
MERCER2 years Service code 11 · EIN 13-2934414 | Actuarial | $11,577 |
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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 | 8.62% | -0.69%+9.3pp | 38.14%-29.5pp | -0.69%+9.3pp |
| Employer contribution / active EE | $5,759 | $16,786-65.7% | $34,245-83.2% | $16,786-65.7% |
| Participant deferral / active EE | $0 | $525-100.0% | $185-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |