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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $46,800 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,977 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,174 | $185,342-63.8% | $111,297-39.6% | $86,799-22.6% |
| Participation rate | 94.5% | 81.0%+13.5pp | 77.3%+17.2pp | 72.3%+22.2pp |
| Annual return | 12.84% | 500.80%-488.0pp | 54.65%-41.8pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,608 | $2,246-28.4% | $2,731-41.1% | $2,405-33.2% |
| Participant deferral / active EE | $3,921 | $4,458-12.1% | $4,487-12.6% | $4,131-5.1% |
| Admin fee / account holder | $82 | $255-67.7% | $7,964-99.0% | $170-51.4% |