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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $206,834 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,090 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,058 | $48,261-21.1% | $68,612-44.5% | $55,725-31.7% |
| Participation rate | 82.2% | 71.0%+11.1pp | 72.2%+9.9pp | 70.9%+11.3pp |
| Annual return | 8.44% | -2.61%+11.0pp | -4.63%+13.1pp | 244.93%-236.5pp |
| Employer contribution / active EE | $985 | $1,742-43.5% | $2,625-62.5% | $2,078-52.6% |
| Participant deferral / active EE | $2,747 | $2,712+1.3% | $3,311-17.0% | $3,356-18.1% |
| Admin fee / account holder | $175 | $126+38.7% | $5,131-96.6% | $115+52.0% |