Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 28 · EIN 34-1542819 | Investment Management | $99,998 |
Filed as: PRINCIPAL Service code 25 · EIN 42-1466678 | Directed Trustee | $22,977 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 6.84% | 8.15%-1.3pp | 8.04%-1.2pp | 8.76%-1.9pp |
| Employer contribution / active EE | $125,182 | $60,767+106.0% | $42,693+193.2% | $16,664+651.2% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |