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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $30,518 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $19,960 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,984 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $59,620 | $53,925+10.6% | $75,501-21.0% | $69,631-14.4% |
| Participation rate | 91.2% | 71.2%+20.0pp | 72.4%+18.9pp | 70.7%+20.6pp |
| Annual return | 14.25% | 17.84%-3.6pp | 27.35%-13.1pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,623 | $1,802-9.9% | $2,352-31.0% | $2,032-20.1% |
| Participant deferral / active EE | $2,872 | $2,569+11.8% | $3,142-8.6% | $3,224-10.9% |
| Admin fee / account holder | $8 | $97-91.3% | $5,801-99.9% | $110-92.4% |