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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $27,425 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $18,257 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,036 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $52,157 | $50,106+4.1% | $69,779-25.3% | $57,658-9.5% |
| Participation rate | 90.1% | 70.9%+19.2pp | 71.8%+18.2pp | 70.2%+19.8pp |
| Annual return | 6.67% | 14.58%-7.9pp | 12.99%-6.3pp | 5.13%+1.5pp |
| Employer contribution / active EE | $1,567 | $1,739-9.9% | $2,338-33.0% | $1,974-20.6% |
| Participant deferral / active EE | $2,726 | $2,486+9.7% | $2,931-7.0% | $3,061-10.9% |
| Admin fee / account holder | $24 | $89-73.0% | $4,381-99.5% | $95-74.6% |