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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,818 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $9,683 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,393 | $76,112-37.7% | $96,544-50.9% | $71,529-33.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 76.0%+4.0pp | 67.9%+12.1pp |
| Annual return | 13.07% | 22.80%-9.7pp | 25.88%-12.8pp | 28.97%-15.9pp |
| Employer contribution / active EE | $1,525 | $2,248-32.2% | $2,966-48.6% | $2,590-41.1% |
| Participant deferral / active EE | $3,170 | $4,217-24.8% | $4,851-34.7% | $4,291-26.1% |
| Admin fee / account holder | $173 | $2,708-93.6% | $8,254-97.9% | $1,588-89.1% |