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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 | Other Fees | $6,120 |
Filed as: BENEFIT PLANS PLUS LLC Service code 49 | Other Services | $1,134 |
MORNINGSTAR1 year Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $341 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,260 | $65,125-61.2% | $143,797-82.4% | $66,949-62.3% |
| Participation rate | 59.1% | 65.2%-6.1pp | 80.3%-21.2pp | 69.8%-10.7pp |
| Annual return | 6.30% | -11.13%+17.4pp | -0.04%+6.3pp | 1.57%+4.7pp |
| Employer contribution / active EE | $1,484 | $2,362-37.2% | $4,952-70.0% | $2,545-41.7% |
| Participant deferral / active EE | $3,178 | $2,920+8.8% | $5,638-43.6% | $4,239-25.0% |
| Admin fee / account holder | $46 | $503-90.8% | $14,679-99.7% | $594-92.2% |