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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 | $74,661+7.8% | $160,784-50.0% | $67,986+18.3% |
| Participation rate | 88.6% | 57.1%+31.4pp | 77.0%+11.6pp | 57.2%+31.4pp |
| Annual return | 7.29% | 28.83%-21.5pp | 1803.92%-1796.6pp | 31.67%-24.4pp |
| Employer contribution / active EE | $1,895 | $1,829+3.6% | $3,733-49.2% | $2,019-6.1% |
| Participant deferral / active EE | $3,206 | $3,681-12.9% | $6,293-49.1% | $3,358-4.5% |
| Admin fee / account holder | $250 | $3,959-93.7% | $9,717-97.4% | $3,203-92.2% |