Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 100 S. ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $15,308 |
PGIM INVESTMENTS5 years Filed as: PGIM CORE PLUS BOND FUND Service code 51 · EIN 81-6705696 | Investment Mgmt Fees | $8,331 |
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 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 12.77% | 11.57%+1.2pp | 380.71%-367.9pp | 11.45%+1.3pp |
| Employer contribution / active EE | $0 | $36,657-100.0% | $45,089-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |