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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $22,176 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES. LLC Service code 27 · EIN 73-8136431 | Advisory (Plan) | $1,279 |
Annual investment return 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 | $31,652 | $71,192-55.5% | $117,861-73.1% | $62,293-49.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.89% | 18.66%-10.8pp | 335.11%-327.2pp | 28.90%-21.0pp |
| Employer contribution / active EE | $1,171 | $1,934-39.4% | $3,786-69.1% | $2,042-42.7% |
| Participant deferral / active EE | $2,764 | $3,189-13.3% | $4,482-38.3% | $3,169-12.8% |
| Admin fee / account holder | $209 | $587-64.5% | $8,021-97.4% | $479-56.5% |