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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $185,069 |
MORNINGSTAR1 year Filed as: MORNING STAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,167 | $53,925-42.2% | $75,501-58.7% | $69,631-55.2% |
| Participation rate | 89.6% | 71.2%+18.4pp | 72.4%+17.3pp | 70.7%+19.0pp |
| Annual return | 9.90% | 17.84%-7.9pp | 27.35%-17.5pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $1,078 | $1,802-40.2% | $2,352-54.2% | $2,032-47.0% |
| Participant deferral / active EE | $2,758 | $2,569+7.3% | $3,142-12.2% | $3,224-14.5% |
| Admin fee / account holder | $141 | $97+45.1% | $5,801-97.6% | $110+27.6% |