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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $40,824 |
Filed as: FIDELITY MANANAGMENT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $12,866 |
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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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | -5.24% | 13.30%-18.5pp | 4.36%-9.6pp | -0.69%-4.6pp |
| Employer contribution / active EE | $6,717 | $10,363-35.2% | $27,383-75.5% | $16,786-60.0% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |