Filed May 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Service code 21 · EIN 94-1347393 | Bank Trustee | $24,601 |
MERCER5 years Service code 11 · EIN 13-2934414 | Actuarial | $8,753 |
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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 | $82,186-100.0% | $433,529-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.9%-22.9pp | 3.6%-3.6pp |
| Annual return | 40.53% | 11.84%+28.7pp | 12.74%+27.8pp | 11.84%+28.7pp |
| Employer contribution / active EE | $7,692 | $17,339-55.6% | $33,332-76.9% | $17,339-55.6% |
| Participant deferral / active EE | $0 | $683-100.0% | $157-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,396-100.0% | $409-100.0% |