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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $79,030 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES LLC. Service code 27 · EIN 36-4317381 | Advisory (Plan) | $5,019 |
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 | $42,967 | $78,419-45.2% | $133,971-67.9% | $73,412-41.5% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.8%+18.7pp | 72.2%+26.4pp |
| Annual return | 12.56% | 33.35%-20.8pp | 45.09%-32.5pp | 59.30%-46.7pp |
| Employer contribution / active EE | $3,271 | $2,044+60.1% | $3,919-16.5% | $2,234+46.5% |
| Participant deferral / active EE | $4,800 | $3,925+22.3% | $5,047-4.9% | $3,806+26.1% |
| Admin fee / account holder | $194 | $161+20.5% | $8,929-97.8% | $158+23.1% |