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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $14,620 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES. LLC Service code 27 · EIN 73-8136431 | Advisory (Plan) | $1,750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,582 | $57,108-69.2% | $94,229-81.3% | $52,331-66.4% |
| Participation rate | 89.8% | 72.9%+16.9pp | 78.8%+11.1pp | 68.1%+21.7pp |
| Annual return | 0.37% | 1.47%-1.1pp | 10.68%-10.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $860 | $1,735-50.5% | $3,587-76.0% | $1,882-54.3% |
| Participant deferral / active EE | $1,788 | $3,040-41.2% | $4,320-58.6% | $3,022-40.8% |
| Admin fee / account holder | $132 | $546-75.9% | $6,269-97.9% | $592-77.7% |