Filed February 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 21 · EIN 94-1347393 | Bank Trustee | $13,497 |
MERCER4 years Service code 11 · EIN 13-2934414 | Actuarial | $7,063 |
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Annual investment return 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 | $2,822,362-100.0% | $411,083-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 30.8%-30.8pp | 0.6%-0.6pp |
| Annual return | -12.08% | 11.45%-23.5pp | 5.50%-17.6pp | 11.45%-23.5pp |
| Employer contribution / active EE | $5,679 | $17,219-67.0% | $28,518-80.1% | $17,219-67.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $818-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $7,663-100.0% | $15,480-100.0% |