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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,947 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,917 | $57,096+160.8% | $94,224+58.0% | $55,191+169.8% |
| Participation rate | 52.8% | 75.7%-22.9pp | 78.8%-26.0pp | 69.2%-16.4pp |
| Annual return | -1.16% | 159.65%-160.8pp | 10.68%-11.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $1,560 | $1,708-8.6% | $3,587-56.5% | $1,899-17.8% |
| Participant deferral / active EE | $3,404 | $3,165+7.5% | $4,320-21.2% | $3,046+11.7% |
| Admin fee / account holder | $722 | $89+708.8% | $6,269-88.5% | $91+695.1% |