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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $72,573 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,111 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,234 | $69,823-30.9% | $76,902-37.3% | $74,473-35.2% |
| Participation rate | 93.2% | 70.0%+23.1pp | 69.6%+23.5pp | 70.7%+22.4pp |
| Annual return | 14.85% | 19.99%-5.1pp | 37.91%-23.1pp | 34.36%-19.5pp |
| Employer contribution / active EE | $1,558 | $2,148-27.5% | $2,534-38.5% | $2,638-41.0% |
| Participant deferral / active EE | $2,929 | $3,558-17.7% | $3,833-23.6% | $4,530-35.3% |
| Admin fee / account holder | $37 | $398-90.8% | $5,479-99.3% | $347-89.4% |