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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, N.A.. Service code 15 · EIN 94-1347393 | Recordkeeping | $142,944 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 27 · EIN 36-4317381 | Advisory (Plan) | $10,327 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,350 | $38,833-32.1% | $78,778-66.6% | $77,958-66.2% |
| Participation rate | 91.2% | 60.9%+30.3pp | 69.2%+22.1pp | 71.6%+19.6pp |
| Annual return | 33.42% | 20.31%+13.1pp | 35.62%-2.2pp | 20.87%+12.6pp |
| Employer contribution / active EE | $0 | $840-100.0% | $1,986-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,645 | $1,776+49.0% | $2,958-10.6% | $3,537-25.2% |
| Admin fee / account holder | $129 | $89+44.9% | $5,134-97.5% | $97+32.4% |