Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 19 · EIN 91-0332033 | Securities Custodian | $38,936 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $22,594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,281 | $46,173-58.2% | $170,435-88.7% | $69,631-72.3% |
| Participation rate | 97.0% | 63.9%+33.1pp | 83.6%+13.4pp | 70.7%+26.3pp |
| Annual return | 7.07% | 21.62%-14.5pp | 205.94%-198.9pp | 27571.02%-27563.9pp |
| Employer contribution / active EE | $1,873 | $1,610+16.3% | $5,432-65.5% | $2,032-7.8% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $162 | $116+40.0% | $13,881-98.8% | $110+47.0% |