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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $54,971 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,519 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 15.29% | 13.95%+1.3pp | 7.90%+7.4pp | 13.95%+1.3pp |
| Employer contribution / active EE | $6,757 | $16,598-59.3% | $41,695-83.8% | $16,598-59.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |