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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 | $67,595+19.0% | $186,193-56.8% | $64,340+25.1% |
| Participation rate | 88.6% | 51.9%+36.6pp | 77.1%+11.5pp | 55.2%+33.3pp |
| Annual return | 7.29% | 17.46%-10.2pp | 78.03%-70.7pp | 24.14%-16.9pp |
| Employer contribution / active EE | $1,895 | $1,513+25.2% | $3,918-51.6% | $1,862+1.8% |
| Participant deferral / active EE | $3,206 | $3,023+6.0% | $6,513-50.8% | $2,980+7.6% |
| Admin fee / account holder | $250 | $5,311-95.3% | $11,058-97.7% | $3,703-93.2% |