Filed April 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,572 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,044 | $61,125-41.0% | $108,582-66.8% | $63,975-43.7% |
| Participation rate | 51.2% | 80.5%-29.3pp | 79.6%-28.3pp | 71.1%-19.9pp |
| Annual return | 8.59% | 14.06%-5.5pp | -51.70%+60.3pp | 48.65%-40.1pp |
| Employer contribution / active EE | $1,269 | $2,237-43.2% | $3,758-66.2% | $2,182-41.8% |
| Participant deferral / active EE | $703 | $3,574-80.3% | $4,311-83.7% | $3,356-79.1% |
| Admin fee / account holder | $125 | $72+73.2% | $7,645-98.4% | $70+76.9% |