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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $65,810 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $4,186 |
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 | $32,296 | $91,418-64.7% | $87,103-62.9% | - |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.9%+23.1pp | - |
| Annual return | 18.80% | 14.06%+4.7pp | 28.19%-9.4pp | - |
| Employer contribution / active EE | $1,040 | $2,156-51.8% | $2,521-58.8% | - |
| Participant deferral / active EE | $4,003 | $3,251+23.1% | $4,049-1.1% | - |
| Admin fee / account holder | $203 | $8,929-97.7% | $7,491-97.3% | - |