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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 | $50,046 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $3,240 |
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 | $31,373 | $64,909-51.7% | $82,312-61.9% | $62,293-49.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.10% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,022 | $1,676-39.0% | $2,428-57.9% | $2,042-50.0% |
| Participant deferral / active EE | $3,882 | $3,103+25.1% | $3,706+4.7% | $3,169+22.5% |
| Admin fee / account holder | $193 | $440-56.1% | $5,608-96.6% | $479-59.7% |