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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,643 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,464 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,903 | $77,677+210.1% | $109,188+120.6% | $79,389+203.4% |
| Participation rate | 78.1% | 67.8%+10.3pp | 75.9%+2.2pp | 70.7%+7.4pp |
| Annual return | 37.46% | 23.44%+14.0pp | 25.76%+11.7pp | 116.89%-79.4pp |
| Employer contribution / active EE | $9,839 | $2,798+251.6% | $3,723+164.3% | $2,428+305.3% |
| Participant deferral / active EE | $1,409 | $3,517-59.9% | $4,654-69.7% | $4,046-65.2% |
| Admin fee / account holder | $973 | $732+32.9% | $6,755-85.6% | $626+55.4% |