Filed February 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $11,769 |
MERCER2 years Service code 11 · EIN 13-2934414 | Actuarial | $8,438 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $148,425-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 35.1%-35.1pp | 1.8%-1.8pp |
| Annual return | 8.30% | 0.19%+8.1pp | 38.14%-29.8pp | 0.19%+8.1pp |
| Employer contribution / active EE | $1,096 | $13,763-92.0% | $34,245-96.8% | $13,763-92.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $185-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,234-100.0% | $426-100.0% |