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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,826 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,339 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $6,100 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,887 | $49,796-19.9% | $136,867-70.9% | $69,255-42.4% |
| Participation rate | 73.2% | 62.1%+11.2pp | 74.5%-1.3pp | 69.0%+4.2pp |
| Annual return | 12.27% | 12.45%-0.2pp | 42.97%-30.7pp | 26.73%-14.5pp |
| Employer contribution / active EE | $1,640 | $2,044-19.8% | $3,547-53.8% | $2,645-38.0% |
| Participant deferral / active EE | $1,776 | $2,062-13.9% | $4,924-63.9% | $2,890-38.5% |
| Admin fee / account holder | $65 | $484-86.6% | $10,340-99.4% | $733-91.1% |