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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $166,392 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,602 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,876 |
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 | $54,549 | $66,528-18.0% | $86,625-37.0% | $86,821-37.2% |
| Participation rate | 93.0% | 72.4%+20.7pp | 71.6%+21.4pp | 72.3%+20.7pp |
| Annual return | 23.66% | 19.56%+4.1pp | 63.52%-39.9pp | 97.94%-74.3pp |
| Employer contribution / active EE | $1,276 | $2,007-36.4% | $2,496-48.9% | $2,406-47.0% |
| Participant deferral / active EE | $4,022 | $3,240+24.1% | $3,700+8.7% | $4,132-2.7% |
| Admin fee / account holder | $184 | $148+24.4% | $5,830-96.8% | $170+8.6% |