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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $75,162 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,090 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,808 | $66,528+18.5% | $86,615-9.0% | $86,821-9.2% |
| Participation rate | 73.8% | 72.4%+1.5pp | 71.6%+2.2pp | 72.3%+1.5pp |
| Annual return | 13.99% | 19.56%-5.6pp | 63.51%-49.5pp | 97.94%-83.9pp |
| Employer contribution / active EE | $1,515 | $2,007-24.5% | $2,496-39.3% | $2,406-37.0% |
| Participant deferral / active EE | $2,852 | $3,240-12.0% | $3,699-22.9% | $4,132-31.0% |
| Admin fee / account holder | $30 | $148-79.7% | $5,830-99.5% | $170-82.3% |