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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $69,128 |
MORNINGSTAR3 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,977 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,860 | $51,288-2.8% | $81,983-39.2% | $73,409-32.1% |
| Participation rate | 95.7% | 64.0%+31.7pp | 69.2%+26.4pp | 72.2%+23.5pp |
| Annual return | 11.47% | 29.48%-18.0pp | 41.31%-29.8pp | 59.29%-47.8pp |
| Employer contribution / active EE | $1,018 | $1,487-31.6% | $2,498-59.3% | $2,234-54.4% |
| Participant deferral / active EE | $3,555 | $2,715+30.9% | $3,722-4.5% | $3,805-6.6% |
| Admin fee / account holder | $131 | $125+4.8% | $5,664-97.7% | $158-16.8% |