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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $296,363 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $100,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,100 | $81,301-27.3% | $76,119-22.4% | $199,960-70.4% |
| Participation rate | 96.6% | 70.1%+26.6pp | 69.1%+27.6pp | 72.0%+24.6pp |
| Annual return | 14.58% | 16.31%-1.7pp | 361.25%-346.7pp | 34.28%-19.7pp |
| Employer contribution / active EE | $2,479 | $3,352-26.1% | $2,693-8.0% | $3,036-18.4% |
| Participant deferral / active EE | $5,691 | $4,721+20.5% | $4,259+33.6% | $5,087+11.9% |
| Admin fee / account holder | $139 | $145-4.4% | $6,421-97.8% | $269-48.5% |