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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,406 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $27,068 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $2,457 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,985 | $84,940-41.2% | $111,306-55.1% | $79,389-37.0% |
| Participation rate | 97.8% | 75.9%+21.9pp | 77.3%+20.4pp | 70.7%+27.0pp |
| Annual return | 12.35% | 17.45%-5.1pp | 54.67%-42.3pp | 116.89%-104.5pp |
| Employer contribution / active EE | $1,115 | $1,979-43.7% | $2,732-59.2% | $2,428-54.1% |
| Participant deferral / active EE | $5,015 | $3,889+29.0% | $4,488+11.7% | $4,046+23.9% |
| Admin fee / account holder | $164 | $537-69.4% | $7,966-97.9% | $626-73.8% |