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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,074 |
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,157 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,160 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,455 | $59,584+105.5% | $86,615+41.4% | $79,391+54.2% |
| Participation rate | 69.4% | 67.7%+1.8pp | 71.6%-2.2pp | 70.7%-1.3pp |
| Annual return | 9.52% | 23.15%-13.6pp | 63.51%-54.0pp | 116.88%-107.4pp |
| Employer contribution / active EE | $2,199 | $1,768+24.4% | $2,496-11.9% | $2,428-9.4% |
| Participant deferral / active EE | $5,247 | $3,036+72.8% | $3,699+41.8% | $4,046+29.7% |
| Admin fee / account holder | $408 | $604-32.5% | $5,830-93.0% | $627-34.9% |