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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 | $34,470 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $2,547 |
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 | $27,216 | $60,165-54.8% | $74,184-63.3% | $55,167-50.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 7.23% | 10.00%-2.8pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $951 | $1,600-40.6% | $2,370-59.9% | $1,963-51.6% |
| Participant deferral / active EE | $3,410 | $2,973+14.7% | $3,550-3.9% | $3,054+11.7% |
| Admin fee / account holder | $145 | $419-65.4% | $5,586-97.4% | $504-71.2% |