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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $84,762 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,377 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,962 | $66,457-14.3% | $81,438-30.1% | $77,671-26.7% |
| Participation rate | 95.7% | 68.7%+26.9pp | 69.5%+26.2pp | 70.6%+25.1pp |
| Annual return | 21.10% | 15.93%+5.2pp | 24.74%-3.6pp | 31.21%-10.1pp |
| Employer contribution / active EE | $1,728 | $2,159-20.0% | $2,460-29.8% | $2,726-36.6% |
| Participant deferral / active EE | $3,263 | $3,679-11.3% | $3,883-16.0% | $4,648-29.8% |
| Admin fee / account holder | $37 | $583-93.7% | $5,764-99.4% | $430-91.5% |