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 | $48,216 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $11,682 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,667 | $62,324-73.3% | $68,509-75.7% | $55,191-69.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 74.7%+25.3pp | 69.2%+30.8pp |
| Annual return | -1.89% | 4.26%-6.1pp | 8.27%-10.2pp | 10.78%-12.7pp |
| Employer contribution / active EE | $2,190 | $2,223-1.5% | $2,278-3.9% | $1,899+15.3% |
| Participant deferral / active EE | $2,648 | $3,425-22.7% | $3,382-21.7% | $3,046-13.1% |
| Admin fee / account holder | $93 | $91+1.4% | $5,275-98.2% | $91+2.1% |