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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,363 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,963 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,704 | $64,176+187.8% | $112,263+64.5% | $66,949+175.9% |
| Participation rate | 95.2% | 68.4%+26.8pp | 75.1%+20.2pp | 69.8%+25.4pp |
| Annual return | 2.65% | -13.80%+16.4pp | 27.49%-24.8pp | 1.57%+1.1pp |
| Employer contribution / active EE | $9,928 | $3,007+230.2% | $3,636+173.1% | $2,545+290.1% |
| Participant deferral / active EE | $2,263 | $3,694-38.7% | $4,729-52.1% | $4,239-46.6% |
| Admin fee / account holder | $659 | $626+5.4% | $6,410-89.7% | $594+11.1% |