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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $62,380 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $4,805 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,982 | $73,638-37.6% | $95,964-52.1% | $73,497-37.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.56% | 16.78%-3.2pp | 91.64%-78.1pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,117 | $1,863-40.1% | $2,541-56.1% | $2,270-50.8% |
| Participant deferral / active EE | $4,938 | $3,617+36.5% | $4,167+18.5% | $3,740+32.0% |
| Admin fee / account holder | $236 | $482-50.9% | $6,797-96.5% | $513-53.9% |