Filed May 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 91-0332033 | Securities Custodian | $24,831 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $23,884 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,401 | $62,928-67.6% | $172,739-88.2% | $67,579-69.8% |
| Participation rate | 94.9% | 64.5%+30.5pp | 82.6%+12.3pp | 71.3%+23.6pp |
| Annual return | 4.56% | 30.36%-25.8pp | 802.84%-798.3pp | 378.56%-374.0pp |
| Employer contribution / active EE | $1,812 | $1,636+10.7% | $5,143-64.8% | $2,148-15.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $129 | $167-22.5% | $13,954-99.1% | $142-9.2% |