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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $140,138 |
PARKE, GUPTILL & COMPANY, LLP1+ years Service code 10 · EIN 95-3378831 | Accounting | $15,000 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $7,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,710 | $33,745-35.7% | $64,105-66.1% | $55,191-60.7% |
| Participation rate | 91.3% | 59.4%+31.9pp | 68.2%+23.1pp | 69.2%+22.1pp |
| Annual return | 11.74% | 4.95%+6.8pp | 791.24%-779.5pp | 10.78%+1.0pp |
| Employer contribution / active EE | $0 | $641-99.9% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,832 | $1,929+46.8% | $2,822+0.4% | $3,046-7.0% |
| Admin fee / account holder | $181 | $94+92.2% | $4,499-96.0% | $91+99.7% |