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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,322 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $44,692 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,741 | $64,612+38.9% | $86,436+3.8% | $64,808+38.5% |
| Participation rate | 52.3% | 81.5%-29.2pp | 80.3%-28.0pp | 71.5%-19.2pp |
| Annual return | -13.25% | 0.66%-13.9pp | 4394.89%-4408.1pp | 32.82%-46.1pp |
| Employer contribution / active EE | $801 | $2,744-70.8% | $3,769-78.8% | $2,506-68.0% |
| Participant deferral / active EE | $4,312 | $7,497-42.5% | $6,952-38.0% | $4,3100% |
| Admin fee / account holder | $561 | $169+231.5% | $6,731-91.7% | $188+198.5% |