Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 100 S. ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $14,927 |
PGIM INVESTMENTS4 years Filed as: PGIM CORE PLUS BOND FUND Service code 51 · EIN 81-6705696 | Investment Mgmt Fees | $8,808 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 16.34% | 17.70%-1.4pp | 13.48%+2.9pp | 53.27%-36.9pp |
| Employer contribution / active EE | $667 | $40,511-98.4% | $47,067-98.6% | $14,774-95.5% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |