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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $55,091 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $3,775 |
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 | $24,270 | $65,118-62.7% | $76,767-68.4% | $55,725-56.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -5.72% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,107 | $1,941-43.0% | $2,485-55.5% | $2,078-46.7% |
| Participant deferral / active EE | $3,965 | $3,688+7.5% | $3,852+3.0% | $3,356+18.2% |
| Admin fee / account holder | $170 | $116+46.8% | $6,675-97.5% | $115+47.7% |