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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,957 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 27 · EIN 48-1305000 | Advisory (Plan) | $10,303 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,699 | $79,209-42.3% | $102,434-55.4% | $74,459-38.6% |
| Participation rate | 82.1% | 74.8%+7.4pp | 76.5%+5.6pp | 67.2%+14.9pp |
| Annual return | 11.56% | 54.98%-43.4pp | 29.46%-17.9pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,558 | $2,362-34.1% | $3,023-48.5% | $2,626-40.7% |
| Participant deferral / active EE | $2,942 | $4,417-33.4% | $5,055-41.8% | $4,350-32.4% |
| Admin fee / account holder | $166 | $2,002-91.7% | $9,462-98.2% | $1,945-91.4% |