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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $198,438 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $8,796 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,925 | $65,708-39.2% | $76,667-47.9% | $77,775-48.7% |
| Participation rate | 83.6% | 79.0%+4.6pp | 72.1%+11.5pp | 73.2%+10.4pp |
| Annual return | 4.82% | 49.86%-45.0pp | 1166.74%-1161.9pp | 32.58%-27.8pp |
| Employer contribution / active EE | $1,065 | $2,167-50.9% | $2,303-53.8% | $2,504-57.5% |
| Participant deferral / active EE | $3,076 | $3,254-5.5% | $3,336-7.8% | $3,966-22.4% |
| Admin fee / account holder | $164 | $91+80.5% | $6,423-97.4% | $100+63.8% |