Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 100 S. ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $15,557 |
PGIM INVESTMENTS3 years Filed as: PGIM CORE PLUS BOND FUND Service code 51 · EIN 81-6705696 | Investment Mgmt Fees | $10,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -2.09% | -3.37%+1.3pp | -61.72%+59.6pp | 0.19%-2.3pp |
| Employer contribution / active EE | $0 | $36,881-100.0% | $47,703-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |