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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,535 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $23,092 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,581 | $55,470+3.8% | $155,556-63.0% | $74,478-22.7% |
| Participation rate | 98.5% | 61.9%+36.6pp | 78.2%+20.3pp | 67.2%+31.3pp |
| Annual return | 13.03% | 269.80%-256.8pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $2,905 | $2,267+28.2% | $4,675-37.9% | $2,626+10.6% |
| Participant deferral / active EE | $5,381 | $2,838+89.6% | $5,631-4.4% | $4,350+23.7% |
| Admin fee / account holder | $304 | $1,744-82.6% | $15,885-98.1% | $1,946-84.4% |