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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,491 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,009 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,459 | $72,290+11.3% | $260,467-69.1% | $69,733+15.4% |
| Participation rate | 88.6% | 62.1%+26.4pp | 80.5%+8.1pp | 62.5%+26.1pp |
| Annual return | 7.29% | 15.52%-8.2pp | 100.60%-93.3pp | 15.22%-7.9pp |
| Employer contribution / active EE | $1,895 | $2,277-16.8% | $4,239-55.3% | $2,250-15.8% |
| Participant deferral / active EE | $3,206 | $3,176+0.9% | $6,319-49.3% | $3,054+4.9% |
| Admin fee / account holder | $250 | $6,687-96.3% | $15,461-98.4% | $3,102-91.9% |