Filed November 23, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Service code 21 · EIN 94-1347393 | Bank Trustee | $66,752 |
MERCER4 years Service code 11 · EIN 13-2934414 | Actuarial | $26,111 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $409,661-100.0% | $411,083-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 30.8%-30.8pp | 1.7%-1.7pp |
| Annual return | -7.15% | 627.08%-634.2pp | 5.50%-12.7pp | 627.08%-634.2pp |
| Employer contribution / active EE | $19,463 | $18,824+3.4% | $28,518-31.8% | $18,824+3.4% |
| Participant deferral / active EE | $0 | $418-100.0% | $818-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $7,663-100.0% | $1,923-100.0% |