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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 | $51,878-23.1% | $68,368-41.7% | $79,634-49.9% |
| Participation rate | 73.2% | 53.7%+19.5pp | 73.8%-0.5pp | 62.5%+10.7pp |
| Annual return | 12.27% | 137.43%-125.2pp | 292.57%-280.3pp | 36.46%-24.2pp |
| Employer contribution / active EE | $1,640 | $1,931-15.1% | $2,649-38.1% | $2,529-35.2% |
| Participant deferral / active EE | $1,776 | $2,577-31.1% | $4,123-56.9% | $3,835-53.7% |
| Admin fee / account holder | $65 | $942-93.1% | $5,150-98.7% | $1,002-93.5% |