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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $16,239 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES. LLC Service code 27 · EIN 73-8136431 | Advisory (Plan) | $1,064 |
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 | $26,767 | $63,924-58.1% | $108,582-75.3% | $55,167-51.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 44.38% | 15.31%+29.1pp | -51.70%+96.1pp | 169.23%-124.9pp |
| Employer contribution / active EE | $1,011 | $1,879-46.2% | $3,758-73.1% | $1,963-48.5% |
| Participant deferral / active EE | $2,243 | $3,067-26.9% | $4,311-48.0% | $3,054-26.6% |
| Admin fee / account holder | $152 | $618-75.4% | $7,645-98.0% | $504-69.8% |