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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $4,883 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 99 · EIN 04-3046611 | Other Fees | $3,255 |
MORNINGSTAR6 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $974 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $430 |
Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,174 | $82,674-63.5% | $125,381-75.9% | $68,486-55.9% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.8pp |
| Employer contribution / active EE | $3,146 | $3,382-7.0% | $4,815-34.7% | $2,597+21.2% |
| Participant deferral / active EE | $5,707 | $6,111-6.6% | $7,448-23.4% | $4,028+41.7% |
| Admin fee / account holder | $24 | $6,277-99.6% | $10,007-99.8% | $5,404-99.6% |