Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $121,445 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $9,210 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,975 | $47,078+61.4% | $100,671-24.5% | $55,191+37.7% |
| Participation rate | 89.3% | 58.0%+31.2pp | 70.7%+18.6pp | 69.2%+20.1pp |
| Annual return | 0.89% | 0.65%+0.2pp | 20.43%-19.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,247 | $1,065+17.0% | $4,012-68.9% | $1,899-34.3% |
| Participant deferral / active EE | $4,933 | $2,038+142.0% | $3,144+56.9% | $3,046+61.9% |
| Admin fee / account holder | $313 | $153+104.1% | $4,850-93.6% | $91+244.5% |