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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $259,971 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,943 | $221,442-73.4% | $92,236-36.1% | $77,958-24.4% |
| Participation rate | 81.0% | 79.6%+1.4pp | 76.5%+4.5pp | 71.6%+9.4pp |
| Annual return | 16.88% | 15.65%+1.2pp | 176.29%-159.4pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,762 | $3,226-45.4% | $3,679-52.1% | $2,310-23.8% |
| Participant deferral / active EE | $5,558 | $2,779+100.0% | $3,897+42.6% | $3,537+57.2% |
| Admin fee / account holder | $163 | $210-22.1% | $5,194-96.9% | $97+67.8% |