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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $118,202 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $46,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,705 | $27,839-54.4% | $61,399-79.3% | $78,044-83.7% |
| Participation rate | 22.5% | 29.8%-7.3pp | 52.6%-30.0pp | 74.4%-51.9pp |
| Annual return | -20.01% | -13.45%-6.6pp | 338.81%-358.8pp | 10.87%-30.9pp |
| Employer contribution / active EE | $55 | $367-84.9% | $1,159-95.2% | $3,125-98.2% |
| Participant deferral / active EE | $628 | $968-35.1% | $2,124-70.4% | $5,084-87.6% |
| Admin fee / account holder | $82 | $113-27.5% | $2,131-96.1% | $79+4.0% |