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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,507 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,635 |
Filed as: GREENSPRING ADVISORS Service code 27 · EIN 82-5320133 | Advisory (Plan) | $41,609 |
ALMICH & ASSOCIATES6 years Service code 10 · EIN 33-0526284 | Accounting | $17,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,141 | $120,057-79.9% | $75,717-68.1% | $93,010-74.0% |
| Participation rate | 90.4% | 77.3%+13.1pp | 74.8%+15.6pp | 73.9%+16.5pp |
| Annual return | 16.04% | 19.62%-3.6pp | 104.58%-88.5pp | 158.70%-142.7pp |
| Employer contribution / active EE | $933 | $3,253-71.3% | $2,743-66.0% | $2,705-65.5% |
| Participant deferral / active EE | $2,710 | $4,089-33.7% | $3,821-29.1% | $4,561-40.6% |
| Admin fee / account holder | $122 | $81+50.1% | $3,619-96.6% | $152-19.4% |