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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $53,123 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,787 |
Filed as: WILSHIRE ADVISORS LLC 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.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $104,068-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 9.9%-9.9pp |
| Annual return | -28.46% | -12.83%-15.6pp | -10.12%-18.3pp | -5.25%-23.2pp |
| Employer contribution / active EE | $10,309 | $11,974-13.9% | $47,166-78.1% | $15,161-32.0% |
| Participant deferral / active EE | $0 | $151-100.0% | $492-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $4,025-100.0% | $3,859-100.0% |