Filed January 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 41-6257133 100 S ASHLEY DR., 10TH FLOOR · TAMPA, FL 33602 | Securities Custodian | $7,511 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 4.71% | 4.43%+0.3pp | 4.74%0pp | 11.88%-7.2pp |
| Employer contribution / active EE | $61,854 | $35,917+72.2% | $46,220+33.8% | $14,612+323.3% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |