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.6+ years Filed as: WELLS FARGO N.A. Service code 18 · EIN 94-1347393 | Custodial (other than securities); Di... | $218,766 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2683227 | Investment Management | $97,729 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $96,250 |
KILTEARN PARTNERS LLP2 years Service code 28 · EIN 27-4585908 | Investment Management | $59,381 |
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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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 13.36% | 9.03%+4.3pp | 90.61%-77.3pp | 627.08%-613.7pp |
| Employer contribution / active EE | $21,466 | $13,843+55.1% | $32,730-34.4% | $18,824+14.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |