Filed February 25, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $226,871 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,171 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,024 |
Service code 26 · EIN 27-3240030 | Advisory (Participants) | $5,053 |
Filed as: PRUDENTIAL RET INSURANCE & ANNUITY Service code 28 · EIN 06-1050034 | Investment Management | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $105,234 | $67,512+55.9% | $185,851-43.4% | $93,010+13.1% |
| Participation rate | 71.5% | 67.1%+4.4pp | 81.7%-10.2pp | 73.9%-2.4pp |
| Annual return | 14.92% | 21.04%-6.1pp | 122.11%-107.2pp | 158.70%-143.8pp |
| Employer contribution / active EE | $1,732 | $1,783-2.9% | $5,168-66.5% | $2,705-36.0% |
| Participant deferral / active EE | $3,991 | $3,035+31.5% | $5,569-28.3% | $4,561-12.5% |
| Admin fee / account holder | $185 | $318-41.9% | $16,245-98.9% | $152+21.7% |