Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $142,617 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $119,887 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $501 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,625 | $67,512-30.9% | $185,854-74.9% | $93,010-49.9% |
| Participation rate | 90.9% | 67.1%+23.8pp | 81.7%+9.2pp | 73.9%+17.0pp |
| Annual return | 15.78% | 21.04%-5.3pp | 122.12%-106.3pp | 158.70%-142.9pp |
| Employer contribution / active EE | $1,360 | $1,783-23.7% | $5,169-73.7% | $2,705-49.7% |
| Participant deferral / active EE | $3,996 | $3,035+31.7% | $5,569-28.2% | $4,561-12.4% |
| Admin fee / account holder | $122 | $318-61.6% | $16,246-99.2% | $152-19.5% |