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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $45,688 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,684 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,850 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $53,981 | $48,261+11.9% | $68,612-21.3% | $55,725-3.1% |
| Participation rate | 93.8% | 71.0%+22.8pp | 72.2%+21.6pp | 70.9%+23.0pp |
| Annual return | -5.46% | -2.61%-2.9pp | -4.63%-0.8pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,699 | $1,742-2.5% | $2,625-35.3% | $2,078-18.2% |
| Participant deferral / active EE | $3,055 | $2,712+12.7% | $3,311-7.7% | $3,356-9.0% |
| Admin fee / account holder | $15 | $126-87.8% | $5,131-99.7% | $115-86.6% |