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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $194,089 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,465 |
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 | $43,116 | $72,066-40.2% | $81,726-47.2% | $90,274-52.2% |
| Participation rate | 92.1% | 78.9%+13.2pp | 72.0%+20.1pp | 73.4%+18.7pp |
| Annual return | 5.66% | 15.92%-10.3pp | 29.49%-23.8pp | 53.97%-48.3pp |
| Employer contribution / active EE | $1,241 | $2,335-46.8% | $4,311-71.2% | $2,523-50.8% |
| Participant deferral / active EE | $3,370 | $3,557-5.3% | $7,108-52.6% | $4,231-20.3% |
| Admin fee / account holder | $164 | $92+77.4% | $5,160-96.8% | $114+43.8% |