Filed June 21, 2024 (most recent of 8 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO N.A. Service code 18 · EIN 94-1347393 | Custodial (other than securities); Cu... | $125,033 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $114,250 |
Service code 11 · EIN 53-0181291 | Actuarial | $87,375 |
KILTEARN PARTNERS LLP1 year Service code 28 · EIN 27-4585908 | Investment Management | $25,583 |
FINDLEY1 year Service code 16 · EIN 34-1213174 | Consulting | $5,453 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 19.99% | 15.61%+4.4pp | 20.73%-0.7pp | 53.27%-33.3pp |
| Employer contribution / active EE | $32,674 | $10,773+203.3% | $36,503-10.5% | $14,774+121.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |