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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,702 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,939 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $63,544 | $55,790+13.9% | $76,667-17.1% | $67,582-6.0% |
| Participation rate | 93.1% | 71.1%+22.0pp | 72.1%+21.0pp | 71.3%+21.8pp |
| Annual return | 19.13% | 64.45%-45.3pp | 1166.74%-1147.6pp | 378.57%-359.4pp |
| Employer contribution / active EE | $1,744 | $1,810-3.6% | $2,303-24.3% | $2,148-18.8% |
| Participant deferral / active EE | $3,175 | $2,875+10.5% | $3,336-4.8% | $3,539-10.3% |
| Admin fee / account holder | $28 | $159-82.2% | $6,423-99.6% | $142-80.1% |