Filed March 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK,N.A Service code 16 · EIN 94-6257133 | Consulting | $190,180 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $59,034 |
BPS&M1 year Filed as: BPS&M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $56,950 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $10,500 |
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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 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 14.25% | 8.53%+5.7pp | 11.12%+3.1pp | 10.41%+3.8pp |
| Employer contribution / active EE | $37,682 | $17,436+116.1% | $22,651+66.4% | $14,691+156.5% |
| Participant deferral / active EE | $0 | $239-100.0% | $198-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |