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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 49 · EIN 77-0586222 735 W. ALLUVIAL AVE., SUITE 101 · FRESNO, CA 93711 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 27 · EIN 71-0294708 ANNUITY COMPANY · HARTFORD, CT 061990104 | Advisory (Plan) | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,283 | $59,584-74.4% | $86,868-82.4% | $79,393-80.7% |
| Participation rate | 46.3% | 67.7%-21.4pp | 71.6%-25.3pp | 70.7%-24.4pp |
| Annual return | 18.19% | 23.15%-5.0pp | 63.53%-45.3pp | 116.87%-98.7pp |
| Employer contribution / active EE | $1,135 | $1,768-35.8% | $2,496-54.5% | $2,428-53.2% |
| Participant deferral / active EE | $1,707 | $3,036-43.8% | $3,699-53.9% | $4,046-57.8% |
| Admin fee / account holder | $161 | $604-73.3% | $5,829-97.2% | $627-74.3% |