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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,167 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $19,662 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,653 | $61,356-24.0% | $149,696-68.8% | $71,511-34.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.33% | 35.86%-18.5pp | 134.46%-117.1pp | 28.86%-11.5pp |
| Employer contribution / active EE | $2,903 | $2,382+21.9% | $4,821-39.8% | $2,589+12.1% |
| Participant deferral / active EE | $5,619 | $2,920+92.4% | $5,682-1.1% | $4,291+31.0% |
| Admin fee / account holder | $282 | $1,263-77.7% | $13,212-97.9% | $1,588-82.3% |