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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,397 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $60,330 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $23,787 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $10,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,770 | $185,342+5.6% | $111,319+75.9% | $86,828+125.5% |
| Participation rate | 97.2% | 81.0%+16.2pp | 77.3%+19.9pp | 72.3%+24.9pp |
| Annual return | 16.47% | 500.80%-484.3pp | 54.68%-38.2pp | 97.95%-81.5pp |
| Employer contribution / active EE | $4,801 | $2,246+113.7% | $2,732+75.7% | $2,406+99.5% |
| Participant deferral / active EE | $8,650 | $4,458+94.0% | $4,488+92.8% | $4,132+109.3% |
| Admin fee / account holder | $121 | $255-52.8% | $7,966-98.5% | $170-28.9% |