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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 | Recordkeeping and information managem... | $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 | $44,206-9.8% | $94,057-57.6% | $64,728-38.4% |
| Participation rate | 73.2% | 51.0%+22.2pp | 73.3%-0.1pp | 57.9%+15.3pp |
| Annual return | 12.27% | 259.42%-247.2pp | 480.62%-468.4pp | 49.38%-37.1pp |
| Employer contribution / active EE | $1,640 | $1,635+0.3% | $2,933-44.1% | $2,243-26.9% |
| Participant deferral / active EE | $1,776 | $1,902-6.6% | $4,709-62.3% | $2,729-34.9% |
| Admin fee / account holder | $65 | $1,230-94.7% | $7,244-99.1% | $1,145-94.3% |