Filed February 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $20,867 |
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $13,206 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $235,493-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 24.6%-24.6pp | 0.0%0pp |
| Annual return | 3.65% | 2.77%+0.9pp | -6.07%+9.7pp | 2.77%+0.9pp |
| Employer contribution / active EE | $8,474 | $15,262-44.5% | $37,389-77.3% | $15,262-44.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $182-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $12,327-100.0% | $1,015-100.0% |