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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,706 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $13,273 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,750 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,534 | $89,054-14.1% | $102,457-25.3% | $77,692-1.5% |
| Participation rate | 96.1% | 80.9%+15.2pp | 76.5%+19.6pp | 70.6%+25.5pp |
| Annual return | 18.98% | 25.02%-6.0pp | 29.41%-10.4pp | 31.25%-12.3pp |
| Employer contribution / active EE | $1,917 | $2,698-28.9% | $3,022-36.6% | $2,726-29.7% |
| Participant deferral / active EE | $6,181 | $5,146+20.1% | $5,054+22.3% | $4,648+33.0% |
| Admin fee / account holder | $218 | $236-7.4% | $9,451-97.7% | $431-49.3% |